Sittner & Nelson’s BorgWarner BWA Stock Holding History

Sittner & Nelson’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	$16.3K	Hold	300	–	–	0.01%	403
2025 Q4	$15.7K	Hold	300	–	–	0.01%	370
2025 Q3	$13.2K	Hold	300	–	–	﹤0.01%	358
2025 Q2	$10K	Hold	300	–	–	﹤0.01%	380
2025 Q1	$8.6K	Hold	300	–	–	﹤0.01%	377
2024 Q4	$9.54K	Hold	300	–	–	﹤0.01%	352
2024 Q3	$10.9K	Hold	300	–	–	﹤0.01%	335
2024 Q2	$9.67K	Hold	300	–	–	﹤0.01%	346
2024 Q1	$10.4K	Hold	300	–	–	0.01%	339
2023 Q4	$10.8K	Hold	300	–	–	0.01%	336
2023 Q3	$12.1K	Sell	300 -41	-12%	-$1.74K	0.01%	327
2023 Q2	$14.7K	Hold	341	–	–	0.01%	315
2023 Q1	$14.7K	Hold	341	–	–	0.01%	329
2022 Q4	$12.1K	Hold	341	–	–	0.01%	323
2022 Q3	$9K	Hold	341	–	–	0.01%	332
2022 Q2	$10K	Hold	341	–	–	0.01%	357
2022 Q1	$12K	Hold	341	–	–	0.01%	325
2021 Q4	$14K	Hold	341	–	–	0.01%	308
2021 Q3	$13K	Hold	341	–	–	0.01%	291
2021 Q2	$15K	Hold	341	–	–	0.01%	269
2021 Q1	$14K	Hold	341	–	–	0.01%	266
2020 Q4	$12K	Buy	+341	New	+$11.6K	0.01%	267

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sittner & Nelson's BWA Position: Q1 2026 in Review

Sittner & Nelson held its BorgWarner (BWA) position steady in Q1 2026 at 300 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #403.

Sittner & Nelson first reported a position in BWA in Q4 2020 and has held it in 22 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Sittner & Nelson held 300 shares of BorgWarner worth $16.3K as of Q1 2026.
Sittner & Nelson left its BorgWarner share count unchanged in Q1 2026.
BorgWarner made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #403 holding.
Sittner & Nelson first reported a position in BorgWarner in Q4 2020 and has held it in 22 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.