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Private Wealth Management Group’s BorgWarner BWA Stock Holding History

Private Wealth Management Group’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 		$12.2K Hold
184
– – ﹤0.01% 526
2026
Q1 		$9.98K Hold
184
– – ﹤0.01% 519
2025
Q4 		$8.29K Hold
184
– – ﹤0.01% 578
2025
Q3 		$8.09K Hold
184
– – ﹤0.01% 593
2025
Q2 		$6.16K Buy
184
+133
+261% +$4.08K ﹤0.01% 667
2025
Q1 		$1.46K Sell
51
-187
-79% -$5.67K ﹤0.01% 1166
2024
Q4 		$7.57K Sell
238
-1
-0.4% -$34 ﹤0.01% 582
2024
Q3 		$8.67K Buy
239
+10
+4% +$330 ﹤0.01% 498
2024
Q2 		$7.38K Buy
229
+182
+387% +$6.3K ﹤0.01% 549
2024
Q1 		$1.63K Buy
47
+1
+2% +$33 ﹤0.01% 1065
2023
Q4 		$1.65K Buy
+46
New +$1.64K ﹤0.01% 1063

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

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

Private Wealth Management Group held its BorgWarner (BWA) position steady in Q2 2026 at 184 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Private Wealth Management Group first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Private Wealth Management Group held 184 shares of BorgWarner worth $12.2K as of Q2 2026.
  • Private Wealth Management Group left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #526 holding.
  • Private Wealth Management Group first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.