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Smallwood Wealth Investment Management’s BorgWarner BWA Stock Holding History

Smallwood Wealth Investment 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 		– Hold
0
– – – 504
2025
Q4 		– Hold
0
– – – 502
2025
Q3 		– Hold
0
– – – 518
2025
Q2 		– Sell
-70
Closed -$2.15K – 555
2025
Q1 		$2.02K Buy
+70
New +$2.12K ﹤0.01% 384

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Smallwood Wealth Investment Management's BWA Position: Q1 2026 in Review

Smallwood Wealth Investment Management held its BorgWarner (BWA) position steady in Q1 2026 at 0 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Smallwood Wealth Investment Management first reported a position in BWA in Q1 2025 and has held it in 1 quarter since. The position peaked at $2.02K in Q1 2025. 715 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Smallwood Wealth Investment Management held 0 shares of BorgWarner worth $36 as of Q1 2026.
  • Smallwood Wealth Investment Management left its BorgWarner share count unchanged in Q1 2026.
  • BorgWarner made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q1 2026, its #504 holding.
  • Smallwood Wealth Investment Management first reported a position in BorgWarner in Q1 2025 and has held it in 1 quarter since.
  • Smallwood Wealth Investment Management's BorgWarner position peaked at $2.02K in Q1 2025.
  • 715 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.