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Todd Asset Management’s BorgWarner BWA Stock Holding History

Todd Asset 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 		$56.1M Buy
844,851
+125,014
+17% +$7.92M 1% 39
2026
Q1 		$39.1M Sell
719,837
-243,681
-25% -$12.8M 0.76% 63
2025
Q4 		$43.4M Sell
963,518
-1,769
-0.2% -$77.5K 0.85% 53
2025
Q3 		$42.4M Sell
965,287
-10,334
-1% -$413K 0.86% 54
2025
Q2 		$32.7M Sell
975,621
-22,249
-2% -$682K 0.7% 71
2025
Q1 		$28.6M Buy
997,870
+5,704
+0.6% +$173K 0.67% 74
2024
Q4 		$31.5M Buy
992,166
+249,550
+34% +$8.5M 0.76% 58
2024
Q3 		$26.9M Sell
742,616
-4,602
-0.6% -$152K 0.63% 73
2024
Q2 		$24.1M Sell
747,218
-4,105
-0.5% -$142K 0.5% 95
2024
Q1 		$26.1M Sell
751,323
-46,273
-6% -$1.51M 0.53% 90
2023
Q4 		$28.6M Buy
797,596
+115,630
+17% +$4.13M 0.63% 69
2023
Q3 		$27.5M Buy
681,966
+249,289
+58% +$10.6M 0.65% 59
2023
Q2 		$18.6M Buy
+432,677
New +$17.8M 0.43% 116

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Todd Asset Management's BWA Position: Q2 2026 in Review

Todd Asset Management increased its BorgWarner (BWA) stake by 17% in Q2 2026, buying an estimated $7.92M and bringing the position to 844,851 shares worth $56.1M. The position accounts for 1% of the portfolio, ranked #39.

Todd Asset Management first reported a position in BWA in Q2 2023 and has held it in 13 quarters since. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Todd Asset Management held 844,851 shares of BorgWarner worth $56.1M as of Q2 2026.
  • Todd Asset Management bought 125,014 BorgWarner shares in Q2 2026, an estimated $7.92M.
  • BorgWarner made up 1% of Todd Asset Management's portfolio in Q2 2026, its #39 holding.
  • Todd Asset Management first reported a position in BorgWarner in Q2 2023 and has held it in 13 quarters since.
  • 815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.