RMR Wealth Builders
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RMR Wealth Builders’s BorgWarner BWA Stock Holding History

RMR Wealth Builders’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
Q3 		$436K Buy
7,249
+19
+0.3% +$1.23K 0.03% 198
2026
Q2 		$480K Hold
7,230
– – 0.03% 198
2026
Q1 		$392K Hold
7,230
– – 0.03% 204
2025
Q4 		$326K Hold
7,230
– – 0.03% 223
2025
Q3 		$318K Sell
7,230
-522
-7% -$20.9K 0.03% 227
2025
Q2 		$260K Hold
7,752
– – 0.02% 246
2025
Q1 		$222K Sell
7,752
-453
-6% -$13.7K 0.02% 241
2024
Q4 		$261K Sell
8,205
-571
-7% -$19.4K 0.03% 220
2024
Q3 		$318K Buy
8,776
+1,488
+20% +$49.1K 0.03% 202
2024
Q2 		$235K Sell
7,288
-9
-0.1% -$312 0.03% 225
2024
Q1 		$253K Buy
7,297
+68
+0.9% +$2.22K 0.03% 225
2023
Q4 		$259K Hold
7,229
– – 0.04% 206
2023
Q3 		$292K Sell
7,229
-983
-12% -$41.6K 0.05% 186
2023
Q2 		$354K Hold
8,212
– – 0.06% 148
2023
Q1 		$355K Hold
8,212
– – 0.07% 144
2022
Q4 		$291K Hold
8,212
– – 0.07% 142
2022
Q3 		$227K Buy
+8,212
New +$265K 0.06% 168
2021
Q2 		– Sell
-4,512
Closed -$184K – 249
2021
Q1 		$184K Hold
4,512
– – 0.05% 198
2020
Q4 		$153K Buy
+4,512
New +$153K 0.08% 172
2020
Q3 		– Sell
-4,512
Closed -$140K – 260
2020
Q2 		$140K Buy
+4,512
New +$119K 0.12% 138
2019
Q4 		$172K Buy
+4,512
New +$165K 0.17% 127

Other funds holding BWA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RMR Wealth Builders's BWA Position: Q3 2026 in Review

RMR Wealth Builders increased its BorgWarner (BWA) stake by 0.26% in Q3 2026, buying an estimated $1.23K and bringing the position to 7,249 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #198.

RMR Wealth Builders first reported a position in BWA in Q4 2019 and has held it in 21 quarters since. The position peaked at $480K in Q2 2026. 460 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • RMR Wealth Builders held 7,249 shares of BorgWarner worth $436K as of Q3 2026.
  • RMR Wealth Builders bought 19 BorgWarner shares in Q3 2026, an estimated $1.23K.
  • BorgWarner made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #198 holding.
  • RMR Wealth Builders first reported a position in BorgWarner in Q4 2019 and has held it in 21 quarters since.
  • RMR Wealth Builders's BorgWarner position peaked at $480K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.