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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
Q2 		$333K Buy
5,020
+6
+0.1% +$380 0.02% 399
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
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

PDS Planning's BWA Position: Q2 2026 in Review

PDS Planning increased its BorgWarner (BWA) stake by 0.12% in Q2 2026, buying an estimated $380 and bringing the position to 5,020 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #399.

PDS Planning first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • PDS Planning held 5,020 shares of BorgWarner worth $333K as of Q2 2026.
  • PDS Planning bought 6 BorgWarner shares in Q2 2026, an estimated $380.
  • BorgWarner made up 0.02% of PDS Planning's portfolio in Q2 2026, its #399 holding.
  • PDS Planning first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.