PDS Planning’s BorgWarner BWA Stock Holding History

PDS Planning’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 Q1	$272K	Sell	5,014 -12	-0.2%	-$633	0.02%	419
2025 Q4	$226K	Sell	5,026 -65	-1%	-$2.85K	0.02%	474
2025 Q3	$224K	Buy	+5,091	New	+$203K	0.02%	464

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PDS Planning's BWA Position: Q1 2026 in Review

PDS Planning reduced its BorgWarner (BWA) stake by 0.24% in Q1 2026, selling an estimated $633 and leaving 5,014 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #419.

PDS Planning first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

PDS Planning held 5,014 shares of BorgWarner worth $272K as of Q1 2026.
PDS Planning sold 12 BorgWarner shares in Q1 2026, an estimated $633.
BorgWarner made up 0.02% of PDS Planning's portfolio in Q1 2026, its #419 holding.
PDS Planning first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.