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Physician Wealth Advisors’s BorgWarner BWA Stock Holding History

Physician Wealth Advisors’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 		$6.91K Buy
104
+49
+89% +$3.1K ﹤0.01% 986
2026
Q1 		$2.98K Hold
55
– – ﹤0.01% 1183
2025
Q4 		$2.48K Sell
55
-11
-17% -$482 ﹤0.01% 1196
2025
Q3 		$2.9K Buy
66
+11
+20% +$440 ﹤0.01% 1076
2025
Q2 		$1.84K Buy
+55
New +$1.69K ﹤0.01% 1082

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Physician Wealth Advisors's BWA Position: Q2 2026 in Review

Physician Wealth Advisors increased its BorgWarner (BWA) stake by 89% in Q2 2026, buying an estimated $3.1K and bringing the position to 104 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Physician Wealth Advisors first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Physician Wealth Advisors held 104 shares of BorgWarner worth $6.91K as of Q2 2026.
  • Physician Wealth Advisors bought 49 BorgWarner shares in Q2 2026, an estimated $3.1K.
  • BorgWarner made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #986 holding.
  • Physician Wealth Advisors first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.