Shelton Capital Management’s BorgWarner BWA Stock Holding History

Shelton Capital Management’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	$449K	Sell	6,765 -289	-4%	-$18.3K	0.01%	393
2026 Q1	$383K	Buy	+7,054	New	+$372K	0.01%	434
2025 Q4	–	Sell	-7,926	Closed	-$348K	–	715
2025 Q3	$348K	Hold	7,926	–	–	0.01%	455
2025 Q2	$265K	Sell	7,926 -1,413	-15%	-$43.3K	0.01%	535
2025 Q1	$268K	Buy	+9,339	New	+$283K	0.01%	528
2024 Q2	–	Sell	-17,713	Closed	-$615K	–	727
2024 Q1	$615K	Sell	17,713 -1,800	-9%	-$58.9K	0.02%	322
2023 Q4	$700K	Sell	19,513 -4,499	-19%	-$161K	0.02%	293
2023 Q3	$969K	Sell	24,012 -74,947	-76%	-$3.17M	0.04%	270
2023 Q2	$4.26M	Buy	98,959 +91,902	+1,302%	+$3.78M	0.15%	144
2023 Q1	$305K	Buy	+7,057	New	+$292K	0.01%	459

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Shelton Capital Management's BWA Position: Q2 2026 in Review

Shelton Capital Management reduced its BorgWarner (BWA) stake by 4.1% in Q2 2026, selling an estimated $18.3K and leaving 6,765 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #393.

Shelton Capital Management first reported a position in BWA in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.26M in Q2 2023. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Shelton Capital Management held 6,765 shares of BorgWarner worth $449K as of Q2 2026.
Shelton Capital Management sold 289 BorgWarner shares in Q2 2026, an estimated $18.3K.
BorgWarner made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #393 holding.
Shelton Capital Management first reported a position in BorgWarner in Q1 2023 and has held it in 10 quarters since.
Shelton Capital Management's BorgWarner position peaked at $4.26M in Q2 2023.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.