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 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 $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

Principle Wealth Partners's BWA Position: Q1 2026 in Review

Principle Wealth Partners reduced its BorgWarner (BWA) stake by 38% in Q1 2026, selling an estimated $132K and leaving 4,000 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #355.

Principle Wealth Partners first reported a position in BWA in Q4 2018 and has held it in 11 quarters since. The position peaked at $336K in Q2 2019. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Principle Wealth Partners held 4,000 shares of BorgWarner worth $217K as of Q1 2026.
Principle Wealth Partners sold 2,500 BorgWarner shares in Q1 2026, an estimated $132K.
BorgWarner made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #355 holding.
Principle Wealth Partners first reported a position in BorgWarner in Q4 2018 and has held it in 11 quarters since.
Principle Wealth Partners's BorgWarner position peaked at $336K in Q2 2019.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.