Steward Partners Investment Advisory’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.5K | Hold |
1,042
| – | – | ﹤0.01% | 2717 |
|
|
2025
Q4 | $47K | Sell |
1,042
-5
| -0.5% | -$219 | ﹤0.01% | 2705 |
|
|
2025
Q3 | $46K | Sell |
1,047
-75
| -7% | -$3K | ﹤0.01% | 2648 |
|
|
2025
Q2 | $37.6K | Sell |
1,122
-5
| -0.4% | -$153 | ﹤0.01% | 2619 |
|
|
2025
Q1 | $32.3K | Buy |
1,127
+36
| +3% | +$1.09K | ﹤0.01% | 2596 |
|
|
2024
Q4 | $34.7K | Sell |
1,091
-134
| -11% | -$4.56K | ﹤0.01% | 2532 |
|
|
2024
Q3 | $44.5K | Buy |
1,225
+499
| +69% | +$16.5K | ﹤0.01% | 2290 |
|
|
2024
Q2 | $23.4K | Buy |
726
+91
| +14% | +$3.15K | ﹤0.01% | 2455 |
|
|
2024
Q1 | $22.1K | Sell |
635
-26
| -4% | -$850 | ﹤0.01% | 2481 |
|
|
2023
Q4 | $23.7K | Sell |
661
-217
| -25% | -$7.74K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $35.4K | Sell |
878
-49
| -5% | -$2.08K | ﹤0.01% | 2065 |
|
|
2023
Q2 | $39.9K | Hold |
927
| – | – | ﹤0.01% | 1975 |
|
|
2023
Q1 | $40.1K | Buy |
927
+389
| +72% | +$16.1K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $19.1K | Sell |
538
-14
| -3% | -$476 | ﹤0.01% | 2252 |
|
|
2022
Q3 | $15K | Hold |
552
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q2 | $16K | Buy |
552
+27
| +5% | +$889 | ﹤0.01% | 2313 |
|
|
2022
Q1 | $18K | Sell |
525
-128
| -20% | -$4.78K | ﹤0.01% | 2410 |
|
|
2021
Q4 | $26K | Sell |
653
-335
| -34% | -$13.5K | ﹤0.01% | 2207 |
|
|
2021
Q3 | $38K | Sell |
988
-7
| -0.7% | -$278 | ﹤0.01% | 2020 |
|
|
2021
Q2 | $43K | Sell |
995
-34
| -3% | -$1.5K | ﹤0.01% | 3644 |
|
|
2021
Q1 | $42K | Buy |
1,029
+13
| +1% | +$507 | ﹤0.01% | 2074 |
|
|
2020
Q4 | $35K | Buy |
1,016
+195
| +24% | +$6.61K | ﹤0.01% | 1832 |
|
|
2020
Q3 | $28K | Buy |
821
+227
| +38% | +$7.8K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $18K | Sell |
594
-365
| -38% | -$9.61K | ﹤0.01% | 1807 |
|
|
2020
Q1 | $20K | Sell |
959
-61
| -6% | -$1.76K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $38K | Hold |
1,020
| – | – | ﹤0.01% | 1513 |
|
|
2019
Q3 | $32K | Buy |
1,020
+325
| +47% | +$10.5K | ﹤0.01% | 1543 |
|
|
2019
Q2 | $25K | Buy |
+695
| New | +$24.6K | ﹤0.01% | 1616 |
|
|
2018
Q4 | – | Sell |
-587
| Closed | -$22K | – | 943 |
|
|
2018
Q3 | $22K | Sell |
587
-132
| -18% | -$5.19K | ﹤0.01% | 1508 |
|
|
2018
Q2 | $27K | Hold |
719
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q1 | $31K | Sell |
719
-50
| -7% | -$2.32K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $34K | Buy |
769
+626
| +438% | +$28.9K | ﹤0.01% | 954 |
|
|
2017
Q3 | $6K | Buy |
143
+60
| +72% | +$2.45K | ﹤0.01% | 1230 |
|
|
2017
Q2 | $3K | Sell |
83
-248
| -75% | -$8.99K | ﹤0.01% | 1322 |
|
|
2017
Q1 | $12K | Buy |
+331
| New | +$12.1K | ﹤0.01% | 885 |
|
Other funds holding BWA
VPM
VCM
Steward Partners Investment Advisory's BWA Position: Q1 2026 in Review
Steward Partners Investment Advisory held its BorgWarner (BWA) position steady in Q1 2026 at 1,042 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.
Steward Partners Investment Advisory first reported a position in BWA in Q1 2017 and has held it in 35 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.
- Steward Partners Investment Advisory held 1,042 shares of BorgWarner worth $56.5K as of Q1 2026.
- Steward Partners Investment Advisory left its BorgWarner share count unchanged in Q1 2026.
- BorgWarner made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2717 holding.
- Steward Partners Investment Advisory first reported a position in BorgWarner in Q1 2017 and has held it in 35 quarters since.
- 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.