SummitTX Capital’s BorgWarner BWA Stock Holding History

SummitTX Capital’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	$2.53M	Sell	38,168 -1,468	-4%	-$93K	0.07%	306
2026 Q1	$2.15M	Buy	+39,636	New	+$2.09M	0.07%	292

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SummitTX Capital's BWA Position: Q2 2026 in Review

SummitTX Capital reduced its BorgWarner (BWA) stake by 3.7% in Q2 2026, selling an estimated $93K and leaving 38,168 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #306.

SummitTX Capital first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

SummitTX Capital held 38,168 shares of BorgWarner worth $2.53M as of Q2 2026.
SummitTX Capital sold 1,468 BorgWarner shares in Q2 2026, an estimated $93K.
BorgWarner made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #306 holding.
SummitTX Capital first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.