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Planning Strategies’s BorgWarner BWA Stock Holding History

Planning Strategies’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 		$133 Buy
+2
New +$127 ﹤0.01% 1021

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Planning Strategies's BWA Position: Q2 2026 in Review

Planning Strategies opened a new position in BorgWarner (BWA) in Q2 2026: 2 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

758 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Planning Strategies held 2 shares of BorgWarner worth $133 as of Q2 2026.
  • BorgWarner was a new Planning Strategies position in Q2 2026.
  • BorgWarner made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1021 holding.
  • 758 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.