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Patten Group’s BorgWarner BWA Stock Holding History

Patten Group’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
+4,631
New +$293K 0.05% 287
2018
Q4 		– Sell
-114
Closed -$4K – 603
2018
Q3 		$4K Hold
114
– – ﹤0.01% 615
2018
Q2 		$4K Hold
114
– – ﹤0.01% 597
2018
Q1 		$5K Hold
114
– – ﹤0.01% 507
2017
Q4 		$5K Hold
114
– – ﹤0.01% 532
2017
Q3 		$5K Hold
114
– – ﹤0.01% 527
2017
Q2 		$5K Hold
114
– – ﹤0.01% 543
2017
Q1 		$4K Hold
114
– – ﹤0.01% 530
2016
Q4 		$4K Hold
114
– – ﹤0.01% 518
2016
Q3 		$3.45K Hold
114
– – ﹤0.01% 550
2016
Q2 		$2.95K Buy
+114
New +$3.45K ﹤0.01% 555

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Patten Group's BWA Position: Q2 2026 in Review

Patten Group opened a new position in BorgWarner (BWA) in Q2 2026: 4,631 shares worth $307K. The stake represents 0.05% of the portfolio and ranks #287 among its holdings. This is a return to the name: Patten Group previously reported a position in BWA as recently as Q3 2018.

Patten Group first reported a position in BWA in Q2 2016 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Patten Group held 4,631 shares of BorgWarner worth $307K as of Q2 2026.
  • BorgWarner was a new Patten Group position in Q2 2026.
  • BorgWarner made up 0.05% of Patten Group's portfolio in Q2 2026, its #287 holding.
  • Patten Group first reported a position in BorgWarner in Q2 2016 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.