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Strategic Planning Inc’s BorgWarner BWA Stock Holding History

Strategic Planning Inc’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 		$279K Buy
5,148
+17
+0.3% +$896 0.14% 48
2025
Q4 		$231K Sell
5,131
-179
-3% -$7.84K 0.12% 49
2025
Q3 		$233K Buy
+5,310
New +$212K 0.14% 48

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

Strategic Planning Inc's BWA Position: Q1 2026 in Review

Strategic Planning Inc increased its BorgWarner (BWA) stake by 0.33% in Q1 2026, buying an estimated $896 and bringing the position to 5,148 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #48.

Strategic Planning Inc first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Strategic Planning Inc held 5,148 shares of BorgWarner worth $279K as of Q1 2026.
  • Strategic Planning Inc bought 17 BorgWarner shares in Q1 2026, an estimated $896.
  • BorgWarner made up 0.14% of Strategic Planning Inc's portfolio in Q1 2026, its #48 holding.
  • Strategic Planning Inc first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.