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Sachetta’s BorgWarner BWA Stock Holding History

Sachetta’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 		$22.3K Buy
336
+245
+269% +$15.5K 0.01% 282
2026
Q1 		$4.94K Buy
91
+47
+107% +$2.48K ﹤0.01% 665
2025
Q4 		$1.98K Hold
44
– – ﹤0.01% 782
2025
Q3 		$1.94K Hold
44
– – ﹤0.01% 841
2025
Q2 		$1.47K Sell
44
-98
-69% -$3K ﹤0.01% 892
2025
Q1 		$4.07K Buy
142
+81
+133% +$2.46K ﹤0.01% 611
2024
Q4 		$1.94K Sell
61
-71
-54% -$2.42K ﹤0.01% 835
2024
Q3 		$4.79K Buy
132
+27
+26% +$890 ﹤0.01% 636
2024
Q2 		$3.41K Buy
105
+12
+13% +$416 ﹤0.01% 692
2024
Q1 		$3.33K Hold
93
– – ﹤0.01% 605
2023
Q4 		$3.33K Buy
+93
New +$3.32K ﹤0.01% 605

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
AWA
Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return