Private Wealth Asset Management’s BorgWarner BWA Stock Holding History

Private Wealth Asset 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 Q2	$40.1K	Hold	604	–	–	﹤0.01%	460
2026 Q1	$32.8K	Hold	604	–	–	﹤0.01%	492
2025 Q4	$27.2K	Hold	604	–	–	﹤0.01%	496
2025 Q3	$26.6K	Hold	604	–	–	﹤0.01%	486
2025 Q2	$20.2K	Hold	604	–	–	﹤0.01%	538
2025 Q1	$17.3K	Buy	+604	New	+$18.3K	﹤0.01%	538

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

Private Wealth Asset Management's BWA Position: Q2 2026 in Review

Private Wealth Asset Management held its BorgWarner (BWA) position steady in Q2 2026 at 604 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Private Wealth Asset Management first reported a position in BWA in Q1 2025 and has held it in 6 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Private Wealth Asset Management held 604 shares of BorgWarner worth $40.1K as of Q2 2026.
Private Wealth Asset Management left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #460 holding.
Private Wealth Asset Management first reported a position in BorgWarner in Q1 2025 and has held it in 6 quarters since.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.