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Sound Income Strategies’s BorgWarner BWA Stock Holding History

Sound Income Strategies’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 		– Sell
-902
Closed -$49.2K – 751
2026
Q1 		$49.2K Buy
902
+3
+0.3% +$158 ﹤0.01% 822
2025
Q4 		$42.4K Buy
899
+890
+9,889% +$39K ﹤0.01% 858
2025
Q3 		$375 Buy
+9
New +$360 ﹤0.01% 1561
2025
Q2 		– Sell
-911
Closed -$26.1K – 1625
2025
Q1 		$26.1K Buy
911
+4
+0.4% +$121 ﹤0.01% 660
2024
Q4 		$28.8K Buy
907
+3
+0.3% +$102 ﹤0.01% 601
2024
Q3 		$32.8K Buy
904
+3
+0.3% +$99 ﹤0.01% 536
2024
Q2 		$29.1K Sell
901
-25
-3% -$866 ﹤0.01% 547
2024
Q1 		$32.2K Buy
926
+31
+3% +$1.01K ﹤0.01% 501
2023
Q4 		$32.1K Buy
+895
New +$31.9K ﹤0.01% 496
2023
Q1 		– Sell
-7
Closed -$242 – 1067
2022
Q4 		$242 Hold
7
– – ﹤0.01% 953
2022
Q3 		$0 Hold
7
– – ﹤0.01% 889
2022
Q2 		$0 Hold
7
– – ﹤0.01% 892
2022
Q1 		$0 Buy
+7
New +$261 ﹤0.01% 880
2018
Q3 		– Sell
-1
Closed – – 704
2018
Q2 		$0 Buy
+1
New +$44 ﹤0.01% 630

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sound Income Strategies's BWA Position: Q2 2026 in Review

Sound Income Strategies sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 902 shares — an estimated $49.2K sold.

Sound Income Strategies first reported a position in BWA in Q2 2018 and held it in 14 quarters. The position peaked at $49.2K in Q1 2026. 269 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Sound Income Strategies reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 902 BorgWarner shares in Q2 2026, an estimated $49.2K.
  • Sound Income Strategies first reported a position in BorgWarner in Q2 2018 and held it in 14 quarters.
  • Sound Income Strategies's BorgWarner position peaked at $49.2K in Q1 2026.
  • 269 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.