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Perigon Wealth Management’s BorgWarner BWA Stock Holding History

Perigon Wealth Management’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 		$536K Sell
8,073
-220
-3% -$13.9K 0.01% 860
2026
Q1 		$450K Sell
8,293
-1,859
-18% -$98K 0.01% 852
2025
Q4 		$457K Sell
10,152
-376
-4% -$16.5K 0.01% 841
2025
Q3 		$463K Buy
+10,528
New +$421K 0.01% 771
2022
Q1 		– Sell
-13,281
Closed -$527K – 612
2021
Q4 		$527K Buy
+13,281
New +$533K 0.04% 334
2021
Q1 		– Sell
-1,643
Closed -$56K – 567
2020
Q4 		$56K Buy
+1,643
New +$55.7K 0.01% 710
2018
Q3 		– Sell
-7,734
Closed -$294K – 242
2018
Q2 		$294K Buy
7,734
+7,527
+3,636% +$332K 0.09% 186
2018
Q1 		$9K Buy
207
+55
+36% +$2.56K ﹤0.01% 517
2017
Q4 		$7K Sell
152
-5,245
-97% -$243K ﹤0.01% 514
2017
Q3 		$243K Buy
5,397
+1,745
+48% +$71.2K 0.08% 186
2017
Q2 		$136K Sell
3,652
-6,183
-63% -$224K 0.03% 273
2017
Q1 		$362K Buy
9,835
+681
+7% +$24.8K 0.08% 203
2016
Q4 		$346K Buy
+9,154
New +$295K 0.08% 204

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

Perigon Wealth Management's BWA Position: Q2 2026 in Review

Perigon Wealth Management reduced its BorgWarner (BWA) stake by 2.7% in Q2 2026, selling an estimated $13.9K and leaving 8,073 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #860.

Perigon Wealth Management first reported a position in BWA in Q4 2016 and has held it in 13 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Perigon Wealth Management held 8,073 shares of BorgWarner worth $536K as of Q2 2026.
  • Perigon Wealth Management sold 220 BorgWarner shares in Q2 2026, an estimated $13.9K.
  • BorgWarner made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #860 holding.
  • Perigon Wealth Management first reported a position in BorgWarner in Q4 2016 and has held it in 13 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.