Synergy Investment Management’s BorgWarner BWA Stock Holding History

Synergy Investment Management’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	$871	Buy	+14	New	+$887	﹤0.01%	990

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

Synergy Investment Management's BWA Position: Q2 2026 in Review

Synergy Investment Management opened a new position in BorgWarner (BWA) in Q2 2026: 14 shares worth $871. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings.

811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Synergy Investment Management held 14 shares of BorgWarner worth $871 as of Q2 2026.
BorgWarner was a new Synergy Investment Management position in Q2 2026.
BorgWarner made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #990 holding.
811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.