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Savvy Advisors Inc’s BorgWarner BWA Stock Holding History

Savvy Advisors Inc’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 		$300K Sell
4,523
-1,224
-21% -$77.5K 0.01% 997
2026
Q1 		$312K Buy
5,747
+131
+2% +$6.91K 0.01% 855
2025
Q4 		$253K Buy
5,616
+64
+1% +$2.8K 0.01% 848
2025
Q3 		$244K Buy
+5,552
New +$222K 0.01% 708

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

Savvy Advisors Inc's BWA Position: Q2 2026 in Review

Savvy Advisors Inc reduced its BorgWarner (BWA) stake by 21% in Q2 2026, selling an estimated $77.5K and leaving 4,523 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #997.

Savvy Advisors Inc first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. The position peaked at $312K in Q1 2026. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Savvy Advisors Inc held 4,523 shares of BorgWarner worth $300K as of Q2 2026.
  • Savvy Advisors Inc sold 1,224 BorgWarner shares in Q2 2026, an estimated $77.5K.
  • BorgWarner made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #997 holding.
  • Savvy Advisors Inc first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's BorgWarner position peaked at $312K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.