TFA
BWA icon

Toth Financial Advisory’s BorgWarner BWA Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-22
Closed -$631 – 743
2025
Q1 		$631 Hold
22
– – ﹤0.01% 674
2024
Q4 		$700 Hold
22
– – ﹤0.01% 669
2024
Q3 		$799 Hold
22
– – ﹤0.01% 680
2024
Q2 		$710 Hold
22
– – ﹤0.01% 711
2024
Q1 		$765 Hold
22
– – ﹤0.01% 696
2023
Q4 		$789 Buy
+22
New +$785 ﹤0.01% 699
2023
Q2 		– Sell
-10
Closed -$442 – 791
2023
Q1 		$442 Buy
+10
New +$414 ﹤0.01% 778

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Toth Financial Advisory's BWA Position: Q2 2025 in Review

Toth Financial Advisory sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 22 shares — an estimated $631 sold.

Toth Financial Advisory first reported a position in BWA in Q1 2023 and held it in 7 quarters. The position peaked at $799 in Q3 2024. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Toth Financial Advisory reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 22 BorgWarner shares in Q2 2025, an estimated $631.
  • Toth Financial Advisory first reported a position in BorgWarner in Q1 2023 and held it in 7 quarters.
  • Toth Financial Advisory's BorgWarner position peaked at $799 in Q3 2024.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.