Rise Advisors’s BorgWarner BWA Stock Holding History

Rise Advisors’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
2025 Q2	–	Sell	-19	Closed	-$544	–	1562
2025 Q1	$544	Buy	+19	New	+$576	﹤0.01%	1360

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rise Advisors's BWA Position: Q2 2025 in Review

Rise Advisors sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 19 shares — an estimated $544 sold.

Rise Advisors first reported a position in BWA in Q1 2025 and held it in 1 quarter. The position peaked at $544 in Q1 2025. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

Rise Advisors reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 19 BorgWarner shares in Q2 2025, an estimated $544.
Rise Advisors first reported a position in BorgWarner in Q1 2025 and held it in 1 quarter.
Rise Advisors's BorgWarner position peaked at $544 in Q1 2025.
590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.