Stephens Consulting’s BorgWarner BWA Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-1	Closed	-$34	–	511
2025 Q2	$34	Buy	+1	New	+$31	﹤0.01%	1144

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stephens Consulting's BWA Position: Q3 2025 in Review

Stephens Consulting sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 1 share — an estimated $34 sold.

Stephens Consulting first reported a position in BWA in Q2 2025 and held it in 1 quarter. The position peaked at $34 in Q2 2025. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

Stephens Consulting reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 BorgWarner share in Q3 2025, an estimated $34.
Stephens Consulting first reported a position in BorgWarner in Q2 2025 and held it in 1 quarter.
Stephens Consulting's BorgWarner position peaked at $34 in Q2 2025.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.