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Personal CFO Solutions’s BorgWarner BWA Stock Holding History

Personal CFO Solutions’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 		– Sell
-18,400
Closed -$829K – 529
2025
Q4 		$829K Sell
18,400
-1,020
-5% -$44.7K 0.13% 150
2025
Q3 		$854K Sell
19,420
-8,352
-30% -$334K 0.15% 136
2025
Q2 		$930K Sell
27,772
-826
-3% -$25.3K 0.17% 121
2025
Q1 		$819K Sell
28,598
-2,561
-8% -$77.7K 0.17% 134
2024
Q4 		$991K Buy
31,159
+18,059
+138% +$615K 0.19% 105
2024
Q3 		$475K Sell
13,100
-213
-2% -$7.02K 0.07% 274
2024
Q2 		$429K Sell
13,313
-900
-6% -$31.2K 0.07% 285
2024
Q1 		$494K Buy
14,213
+523
+4% +$17.1K 0.08% 253
2023
Q4 		$491K Buy
+13,690
New +$489K 0.09% 226
2023
Q1 		– Sell
-10,702
Closed -$379K – 474
2022
Q4 		$379K Buy
10,702
+2,267
+27% +$77.1K 0.08% 240
2022
Q3 		$233K Buy
8,435
+674
+9% +$21.7K 0.06% 319
2022
Q2 		$228K Buy
7,761
+450
+6% +$14.8K 0.05% 349
2022
Q1 		$250K Buy
7,311
+1,478
+25% +$55.2K 0.05% 381
2021
Q4 		$231K Buy
+5,833
New +$234K 0.04% 405
2020
Q4 		– Sell
-14,691
Closed -$1K – 379
2020
Q3 		$1K Sell
14,691
-404
-3% -$13.9K 0.33% 63
2020
Q2 		$469K Buy
15,095
+3,713
+33% +$97.8K 0.14% 139
2020
Q1 		$244K Sell
11,382
-1,938
-15% -$56K 0.09% 202
2019
Q4 		$509K Buy
+13,320
New +$488K 0.15% 149

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Personal CFO Solutions's BWA Position: Q1 2026 in Review

Personal CFO Solutions sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 18,400 shares — an estimated $829K sold.

Personal CFO Solutions first reported a position in BWA in Q4 2019 and held it in 18 quarters. The position peaked at $991K in Q4 2024. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Personal CFO Solutions reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 18,400 BorgWarner shares in Q1 2026, an estimated $829K.
  • Personal CFO Solutions first reported a position in BorgWarner in Q4 2019 and held it in 18 quarters.
  • Personal CFO Solutions's BorgWarner position peaked at $991K in Q4 2024.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.