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Ritholtz Wealth Management’s BorgWarner BWA Stock Holding History

Ritholtz Wealth Management’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 		$5.63M Buy
84,797
+11,196
+15% +$709K 0.08% 161
2026
Q1 		$3.99M Buy
73,601
+23,509
+47% +$1.24M 0.07% 207
2025
Q4 		$2.26M Buy
50,092
+26,983
+117% +$1.18M 0.04% 321
2025
Q3 		$1.02M Buy
+23,109
New +$924K 0.02% 496
2024
Q2 		– Sell
-11,766
Closed -$409K – 826
2024
Q1 		$409K Sell
11,766
-18,310
-61% -$599K 0.01% 561
2023
Q4 		$1.08M Sell
30,076
-19,040
-39% -$680K 0.04% 296
2023
Q3 		$1.98M Buy
49,116
+1,330
+3% +$56.3K 0.09% 148
2023
Q2 		$2.06M Sell
47,786
-5,701
-11% -$234K 0.09% 134
2023
Q1 		$2.31M Buy
+53,487
New +$2.21M 0.12% 106
2022
Q1 		– Sell
-6,118
Closed -$243K – 556
2021
Q4 		$243K Buy
6,118
+637
+12% +$25.6K 0.02% 457
2021
Q3 		$208K Sell
5,481
-2,179
-28% -$86.7K 0.01% 459
2021
Q2 		$327K Buy
7,660
+998
+15% +$44K 0.02% 349
2021
Q1 		$272K Buy
+6,662
New +$260K 0.02% 333

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

Ritholtz Wealth Management's BWA Position: Q2 2026 in Review

Ritholtz Wealth Management increased its BorgWarner (BWA) stake by 15% in Q2 2026, buying an estimated $709K and bringing the position to 84,797 shares worth $5.63M. The position accounts for 0.08% of the portfolio, ranked #161.

Ritholtz Wealth Management first reported a position in BWA in Q1 2021 and has held it in 13 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Ritholtz Wealth Management held 84,797 shares of BorgWarner worth $5.63M as of Q2 2026.
  • Ritholtz Wealth Management bought 11,196 BorgWarner shares in Q2 2026, an estimated $709K.
  • BorgWarner made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Ritholtz Wealth Management first reported a position in BorgWarner in Q1 2021 and has held it in 13 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.