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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
Q2 		$324K Sell
4,885
-4
-0.1% -$253 0.11% 201
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 $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 $3.38T AUM 44.17% 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

QTR Family Wealth's BWA Position: Q2 2026 in Review

QTR Family Wealth reduced its BorgWarner (BWA) stake by 0.08% in Q2 2026, selling an estimated $253 and leaving 4,885 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #201.

QTR Family Wealth first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • QTR Family Wealth held 4,885 shares of BorgWarner worth $324K as of Q2 2026.
  • QTR Family Wealth sold 4 BorgWarner shares in Q2 2026, an estimated $253.
  • BorgWarner made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #201 holding.
  • QTR Family Wealth first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.