Tacita Capital’s BorgWarner BWA Stock Holding History

Tacita 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	–	Sell	-281	Closed	-$15.2K	–	218
2026 Q1	$15.2K	Buy	+281	New	+$14.8K	0.01%	191
2021 Q1	–	Sell	-4,134	Closed	-$141K	–	194
2020 Q4	$141K	Buy	+4,134	New	+$140K	0.09%	95

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

Tacita Capital's BWA Position: Q2 2026 in Review

Tacita Capital sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 281 shares — an estimated $15.2K sold.

Tacita Capital first reported a position in BWA in Q4 2020 and held it in 2 quarters. The position peaked at $141K in Q4 2020. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Tacita Capital reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
Tacita Capital sold 281 BorgWarner shares in Q2 2026, an estimated $15.2K.
Tacita Capital first reported a position in BorgWarner in Q4 2020 and held it in 2 quarters.
Tacita Capital's BorgWarner position peaked at $141K in Q4 2020.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.