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SHP Wealth Management’s BorgWarner BWA Stock Holding History

SHP Wealth 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 		$7.66K Buy
115
+6
+6% +$380 ﹤0.01% 1053
2026
Q1 		$5.93K Buy
109
+9
+9% +$474 ﹤0.01% 1030
2025
Q4 		$4.52K Buy
+100
New +$4.38K ﹤0.01% 1000

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BWA Position: Q2 2026 in Review

SHP Wealth Management increased its BorgWarner (BWA) stake by 5.5% in Q2 2026, buying an estimated $380 and bringing the position to 115 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

SHP Wealth Management first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • SHP Wealth Management held 115 shares of BorgWarner worth $7.66K as of Q2 2026.
  • SHP Wealth Management bought 6 BorgWarner shares in Q2 2026, an estimated $380.
  • BorgWarner made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1053 holding.
  • SHP Wealth Management first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.