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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SHP Wealth Management's BWA Position: Q1 2026 in Review

SHP Wealth Management increased its BorgWarner (BWA) stake by 9% in Q1 2026, buying an estimated $474 and bringing the position to 109 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

SHP Wealth Management first reported a position in BWA in Q4 2025 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • SHP Wealth Management held 109 shares of BorgWarner worth $5.93K as of Q1 2026.
  • SHP Wealth Management bought 9 BorgWarner shares in Q1 2026, an estimated $474.
  • BorgWarner made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1030 holding.
  • SHP Wealth Management first reported a position in BorgWarner in Q4 2025 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.