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Trajan Wealth’s BorgWarner BWA Stock Holding History

Trajan Wealth’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 		$243K Sell
3,660
-260
-7% -$16.5K 0.01% 137
2026
Q1 		$213K Sell
3,920
-808
-17% -$42.6K 0.01% 142
2025
Q4 		$213K Sell
4,728
-330
-7% -$14.5K 0.01% 146
2025
Q3 		$222K Sell
5,058
-2,213
-30% -$88.4K 0.01% 147
2025
Q2 		$243K Sell
7,271
-707
-9% -$21.7K 0.01% 125
2025
Q1 		$229K Buy
7,978
+353
+5% +$10.7K 0.01% 136
2024
Q4 		$242K Buy
7,625
+801
+12% +$27.3K 0.01% 143
2024
Q3 		$248K Buy
+6,824
New +$225K 0.01% 151

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

Trajan Wealth's BWA Position: Q2 2026 in Review

Trajan Wealth reduced its BorgWarner (BWA) stake by 6.6% in Q2 2026, selling an estimated $16.5K and leaving 3,660 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #137.

Trajan Wealth first reported a position in BWA in Q3 2024 and has held it in 8 quarters since. The position peaked at $248K in Q3 2024. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Trajan Wealth held 3,660 shares of BorgWarner worth $243K as of Q2 2026.
  • Trajan Wealth sold 260 BorgWarner shares in Q2 2026, an estimated $16.5K.
  • BorgWarner made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #137 holding.
  • Trajan Wealth first reported a position in BorgWarner in Q3 2024 and has held it in 8 quarters since.
  • Trajan Wealth's BorgWarner position peaked at $248K in Q3 2024.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.