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Twin Peaks Wealth Advisors’s BorgWarner BWA Stock Holding History

Twin Peaks Wealth Advisors’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
-574
Closed -$31.1K – 518
2026
Q1 		$31.1K Buy
+574
New +$30.3K 0.01% 556
2025
Q3 		– Sell
-969
Closed -$38.9K – 448
2025
Q2 		$38.9K Buy
+969
New +$29.7K 0.01% 398

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

Twin Peaks Wealth Advisors's BWA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 574 shares — an estimated $31.1K sold.

Twin Peaks Wealth Advisors first reported a position in BWA in Q2 2025 and held it in 2 quarters. The position peaked at $38.9K in Q2 2025. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 574 BorgWarner shares in Q2 2026, an estimated $31.1K.
  • Twin Peaks Wealth Advisors first reported a position in BorgWarner in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's BorgWarner position peaked at $38.9K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.