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QTR Family Wealth’s BorgWarner BWA Stock Holding History

QTR Family Wealth’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 		$262K Hold
4,889
– – 0.11% 217
2025
Q4 		$264K Sell
4,889
-265
-5% -$11.6K 0.12% 205
2025
Q3 		$227K Buy
+5,154
New +$206K 0.11% 221

Other funds holding BWA

BlackRock
BlackRock New York $5.72T 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 $871B 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

QTR Family Wealth's BWA Position: Q1 2026 in Review

QTR Family Wealth held its BorgWarner (BWA) position steady in Q1 2026 at 4,889 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #217.

QTR Family Wealth first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. The position peaked at $264K in Q4 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • QTR Family Wealth held 4,889 shares of BorgWarner worth $262K as of Q1 2026.
  • QTR Family Wealth left its BorgWarner share count unchanged in Q1 2026.
  • BorgWarner made up 0.11% of QTR Family Wealth's portfolio in Q1 2026, its #217 holding.
  • QTR Family Wealth first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
  • QTR Family Wealth's BorgWarner position peaked at $264K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.