Principle Wealth Partners’s BorgWarner BWA Stock Holding History

Principle Wealth Partners’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	$266K	Hold	4,000	–	–	0.01%	344
2026 Q1	$217K	Sell	4,000 -2,500	-38%	-$132K	0.01%	355
2025 Q4	$293K	Hold	6,500	–	–	0.02%	320
2025 Q3	$286K	Hold	6,500	–	–	0.02%	316
2025 Q2	$218K	Buy	+6,500	New	+$199K	0.01%	343
2025 Q1	–	Sell	-6,300	Closed	-$200K	–	342
2024 Q4	$200K	Buy	+6,300	New	+$214K	0.01%	328
2020 Q3	–	Sell	-5,680	Closed	-$177K	–	188
2020 Q2	$177K	Buy	+5,680	New	+$150K	0.05%	159
2020 Q1	–	Sell	-5,680	Closed	-$217K	–	143
2019 Q4	$217K	Sell	5,680 -1,136	-17%	-$41.6K	0.07%	153
2019 Q3	$220K	Sell	6,816 -2,272	-25%	-$73.2K	0.08%	149
2019 Q2	$336K	Hold	9,088	–	–	0.17%	94
2019 Q1	$307K	Hold	9,088	–	–	0.18%	97
2018 Q4	$278K	Buy	+9,088	New	+$305K	0.23%	87

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principle Wealth Partners's BWA Position: Q2 2026 in Review

Principle Wealth Partners held its BorgWarner (BWA) position steady in Q2 2026 at 4,000 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #344.

Principle Wealth Partners first reported a position in BWA in Q4 2018 and has held it in 12 quarters since. The position peaked at $336K in Q2 2019. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Principle Wealth Partners held 4,000 shares of BorgWarner worth $266K as of Q2 2026.
Principle Wealth Partners left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #344 holding.
Principle Wealth Partners first reported a position in BorgWarner in Q4 2018 and has held it in 12 quarters since.
Principle Wealth Partners's BorgWarner position peaked at $336K in Q2 2019.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.