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Sequoia Financial Advisors’s BorgWarner BWA Stock Holding History

Sequoia Financial Advisors’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 		$1.8M Buy
27,127
+2,051
+8% +$130K 0.01% 677
2026
Q1 		$1.36M Buy
25,076
+686
+3% +$36.2K 0.01% 759
2025
Q4 		$1.1M Buy
24,390
+3,388
+16% +$148K 0.01% 835
2025
Q3 		$923K Buy
21,002
+5,491
+35% +$219K 0.01% 823
2025
Q2 		$519K Buy
15,511
+7,151
+86% +$219K ﹤0.01% 979
2025
Q1 		$240K Sell
8,360
-1,686
-17% -$51.1K ﹤0.01% 1178
2024
Q4 		$319K Sell
10,046
-153
-2% -$5.21K ﹤0.01% 1000
2024
Q3 		$370K Sell
10,199
-461,195
-98% -$15.2M ﹤0.01% 876
2024
Q2 		$15.2M Sell
471,394
-39,128
-8% -$1.35M 0.18% 108
2024
Q1 		$17.7M Buy
510,522
+51,318
+11% +$1.68M 0.22% 97
2023
Q4 		$16.5M Buy
459,204
+84,586
+23% +$3.02M 0.2% 103
2023
Q3 		$15.1M Buy
374,618
+22,975
+7% +$973K 0.27% 75
2023
Q2 		$15.1M Buy
351,643
+75,844
+27% +$3.12M 0.26% 76
2023
Q1 		$11.9M Sell
275,799
-13,974
-5% -$579K 0.27% 73
2022
Q4 		$10.3M Buy
289,773
+22,963
+9% +$781K 0.25% 79
2022
Q3 		$7.38M Sell
266,810
-2,761
-1% -$89.1K 0.23% 86
2022
Q2 		$7.92M Buy
269,571
+7,217
+3% +$238K 0.22% 89
2022
Q1 		$8.98M Buy
262,354
+51,194
+24% +$1.91M 0.22% 89
2021
Q4 		$8.38M Buy
211,160
+156,676
+288% +$6.29M 0.23% 89
2021
Q3 		$2.07M Sell
54,484
-99,068
-65% -$3.94M 0.21% 73
2021
Q2 		$6.56M Buy
153,552
+21,701
+16% +$956K 0.24% 73
2021
Q1 		$5.38M Buy
+131,851
New +$5.14M 0.23% 69

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

Sequoia Financial Advisors's BWA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its BorgWarner (BWA) stake by 8.2% in Q2 2026, buying an estimated $130K and bringing the position to 27,127 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #677.

Sequoia Financial Advisors first reported a position in BWA in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.7M in Q1 2024. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Sequoia Financial Advisors held 27,127 shares of BorgWarner worth $1.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,051 BorgWarner shares in Q2 2026, an estimated $130K.
  • BorgWarner made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #677 holding.
  • Sequoia Financial Advisors first reported a position in BorgWarner in Q1 2021 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's BorgWarner position peaked at $17.7M in Q1 2024.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.