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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RMR Wealth Builders's BWA Position: Q2 2026 in Review

RMR Wealth Builders held its BorgWarner (BWA) position steady in Q2 2026 at 7,230 shares worth $480K. 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 20 quarters since. 189 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

RMR Wealth Builders held 7,230 shares of BorgWarner worth $480K as of Q2 2026.
RMR Wealth Builders left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #198 holding.
RMR Wealth Builders first reported a position in BorgWarner in Q4 2019 and has held it in 20 quarters since.
189 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.