Prelude Capital Management’s BorgWarner BWA Stock Holding History

Prelude Capital 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	$483K	Buy	8,894 +2,286	+35%	+$120K	0.04%	530
2025 Q4	$298K	Buy	6,608 +945	+17%	+$41.4K	0.02%	796
2025 Q3	$249K	Buy	+5,663	New	+$226K	0.02%	831
2025 Q2	–	Sell	-9,040	Closed	-$259K	–	1033
2025 Q1	$259K	Sell	9,040 -4,621	-34%	-$140K	0.02%	779
2024 Q4	$434K	Buy	+13,661	New	+$465K	0.03%	643
2024 Q3	–	Sell	-8,209	Closed	-$265K	–	1293
2024 Q2	$265K	Buy	8,209 +321	+4%	+$11.1K	0.02%	847
2024 Q1	$274K	Buy	+7,888	New	+$258K	0.01%	942
2022 Q4	–	Sell	-58,539	Closed	-$1.62M	–	1352
2022 Q3	$1.62M	Buy	58,539 +25,410	+77%	+$820K	0.06%	287
2022 Q2	$973K	Buy	+33,129	New	+$1.09M	0.03%	540
2022 Q1	–	Sell	-7,510	Closed	-$298K	–	1858
2021 Q4	$298K	Buy	+7,510	New	+$302K	0.01%	1320
2021 Q3	–	Sell	-9,874	Closed	-$422K	–	1764
2021 Q2	$422K	Sell	9,874 -1,556	-14%	-$68.5K	0.01%	1038
2021 Q1	$466K	Buy	+11,430	New	+$445K	0.01%	932
2018 Q4	–	Sell	-89	Closed	-$3K	–	1792
2018 Q3	$3K	Buy	+89	New	+$3.5K	﹤0.01%	1658
2018 Q1	–	Sell	-880	Closed	-$40K	–	1513
2017 Q4	$40K	Sell	880 -5,120	-85%	-$237K	﹤0.01%	983
2017 Q3	$271K	Buy	+6,000	New	+$245K	0.02%	549
2014 Q2	–	Sell	-1,581	Closed	-$86K	–	1925
2014 Q1	$86K	Buy	1,581 +1,263	+397%	+$64.4K	0.01%	1073
2013 Q4	$16K	Buy	318 +136	+75%	+$6.3K	﹤0.01%	1386
2013 Q3	$8K	Buy	+182	New	+$7.64K	﹤0.01%	1329

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

Prelude Capital Management's BWA Position: Q1 2026 in Review

Prelude Capital Management increased its BorgWarner (BWA) stake by 35% in Q1 2026, buying an estimated $120K and bringing the position to 8,894 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #530.

Prelude Capital Management first reported a position in BWA in Q3 2013 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2022. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Prelude Capital Management held 8,894 shares of BorgWarner worth $483K as of Q1 2026.
Prelude Capital Management bought 2,286 BorgWarner shares in Q1 2026, an estimated $120K.
BorgWarner made up 0.04% of Prelude Capital Management's portfolio in Q1 2026, its #530 holding.
Prelude Capital Management first reported a position in BorgWarner in Q3 2013 and has held it in 18 quarters since.
Prelude Capital Management's BorgWarner position peaked at $1.62M in Q3 2022.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.