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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $156B AUM 27.51% 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. 711 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.
  • 711 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.