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 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 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

Perigon Wealth Management's BWA Position: Q1 2026 in Review

Perigon Wealth Management reduced its BorgWarner (BWA) stake by 18% in Q1 2026, selling an estimated $98K and leaving 8,293 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #852.

Perigon Wealth Management first reported a position in BWA in Q4 2016 and has held it in 12 quarters since. The position peaked at $527K in Q4 2021. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Perigon Wealth Management held 8,293 shares of BorgWarner worth $450K as of Q1 2026.
Perigon Wealth Management sold 1,859 BorgWarner shares in Q1 2026, an estimated $98K.
BorgWarner made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #852 holding.
Perigon Wealth Management first reported a position in BorgWarner in Q4 2016 and has held it in 12 quarters since.
Perigon Wealth Management's BorgWarner position peaked at $527K in Q4 2021.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.