PWMG
BWA icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return