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True Wealth Design’s BorgWarner BWA Stock Holding History

True Wealth Design’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 		$136K Sell
2,046
-4
-0.2% -$253 0.03% 183
2026
Q1 		$111K Buy
2,050
+14
+0.7% +$738 0.03% 186
2025
Q4 		$91.7K Sell
2,036
-6
-0.3% -$263 0.03% 200
2025
Q3 		$89.8K Buy
2,042
+1,592
+354% +$63.6K 0.03% 185
2025
Q2 		$15.1K Buy
450
+390
+650% +$12K 0.01% 456
2025
Q1 		$1.72K Sell
60
-991
-94% -$30.1K ﹤0.01% 1060
2024
Q4 		$33.4K Hold
1,051
– – 0.01% 243
2024
Q3 		$38.1K Buy
+1,051
New +$34.7K 0.01% 185
2024
Q2 		– Sell
-12
Closed -$417 – 786
2024
Q1 		$417 Buy
12
+2
+20% +$65 ﹤0.01% 660
2023
Q4 		$359 Hold
10
– – ﹤0.01% 566
2023
Q3 		$404 Sell
10
-1
-9% -$42 ﹤0.01% 472
2023
Q2 		$490 Buy
11
+2
+22% +$82 ﹤0.01% 447
2023
Q1 		$393 Buy
9
+1
+13% +$41 ﹤0.01% 582
2022
Q4 		$282 Buy
+8
New +$272 ﹤0.01% 598

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

True Wealth Design's BWA Position: Q2 2026 in Review

True Wealth Design reduced its BorgWarner (BWA) stake by 0.2% in Q2 2026, selling an estimated $253 and leaving 2,046 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #183.

True Wealth Design first reported a position in BWA in Q4 2022 and has held it in 14 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • True Wealth Design held 2,046 shares of BorgWarner worth $136K as of Q2 2026.
  • True Wealth Design sold 4 BorgWarner shares in Q2 2026, an estimated $253.
  • BorgWarner made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #183 holding.
  • True Wealth Design first reported a position in BorgWarner in Q4 2022 and has held it in 14 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.