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Principia Wealth Advisory’s BorgWarner BWA Stock Holding History

Principia Wealth Advisory’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 		$266 Buy
+4
New +$253 ﹤0.01% 976
2025
Q1 		– Sell
-9
Closed -$286 – 863
2024
Q4 		$286 Buy
+9
New +$306 ﹤0.01% 677

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Principia Wealth Advisory's BWA Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in BorgWarner (BWA) in Q2 2026: 4 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in BWA as recently as Q4 2024.

Principia Wealth Advisory first reported a position in BWA in Q4 2024 and has held it in 2 quarters since. The position peaked at $286 in Q4 2024. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of BorgWarner worth $266 as of Q2 2026.
  • BorgWarner was a new Principia Wealth Advisory position in Q2 2026.
  • BorgWarner made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #976 holding.
  • Principia Wealth Advisory first reported a position in BorgWarner in Q4 2024 and has held it in 2 quarters since.
  • Principia Wealth Advisory's BorgWarner position peaked at $286 in Q4 2024.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.