United Capital Financial Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $887K | Sell |
13,359
-87
| -0.6% | -$5.51K | ﹤0.01% | 846 |
|
|
2026
Q1 | $730K | Buy |
13,446
+2,675
| +25% | +$141K | ﹤0.01% | 895 |
|
|
2025
Q4 | $485K | Sell |
10,771
-2,027
| -16% | -$88.8K | ﹤0.01% | 969 |
|
|
2025
Q3 | $563K | Buy |
+12,798
| New | +$511K | ﹤0.01% | 829 |
|
|
2025
Q1 | – | Sell |
-8,261
| Closed | -$263K | – | 1073 |
|
|
2024
Q4 | $263K | Buy |
8,261
+194
| +2% | +$6.61K | ﹤0.01% | 929 |
|
|
2024
Q3 | $293K | Buy |
8,067
+408
| +5% | +$13.5K | ﹤0.01% | 881 |
|
|
2024
Q2 | $247K | Sell |
7,659
-153
| -2% | -$5.3K | ﹤0.01% | 915 |
|
|
2024
Q1 | $271K | Sell |
7,812
-6,063
| -44% | -$198K | ﹤0.01% | 917 |
|
|
2023
Q4 | $497K | Sell |
13,875
-2,721
| -16% | -$97.1K | ﹤0.01% | 728 |
|
|
2023
Q3 | $670K | Sell |
16,596
-10,375
| -38% | -$439K | ﹤0.01% | 586 |
|
|
2023
Q2 | $1.16M | Sell |
26,971
-10,817
| -29% | -$445K | 0.01% | 521 |
|
|
2023
Q1 | $1.63M | Buy |
37,788
+700
| +2% | +$29K | 0.01% | 481 |
|
|
2022
Q4 | $1.31M | Buy |
37,088
+5,985
| +19% | +$204K | 0.01% | 557 |
|
|
2022
Q3 | $860K | Buy |
31,103
+5,449
| +21% | +$176K | 0.01% | 645 |
|
|
2022
Q2 | $754K | Buy |
25,654
+10,306
| +67% | +$339K | ﹤0.01% | 691 |
|
|
2022
Q1 | $526K | Buy |
15,348
+8,468
| +123% | +$316K | ﹤0.01% | 825 |
|
|
2021
Q4 | $273K | Buy |
+6,880
| New | +$276K | ﹤0.01% | 1056 |
|
|
2021
Q3 | – | Sell |
-4,848
| Closed | -$207K | – | 1204 |
|
|
2021
Q2 | $207K | Buy |
+4,848
| New | +$214K | ﹤0.01% | 1153 |
|
|
2019
Q3 | – | Sell |
-53,457
| Closed | -$1.98M | – | 1336 |
|
|
2019
Q2 | $1.98M | Sell |
53,457
-86,912
| -62% | -$3.08M | 0.01% | 630 |
|
|
2019
Q1 | $4.75M | Buy |
+140,369
| New | +$4.86M | 0.03% | 430 |
|
|
2015
Q3 | – | Sell |
-6,456
| Closed | -$323K | – | 1252 |
|
|
2015
Q2 | $323K | Sell |
6,456
-104
| -2% | -$5.55K | ﹤0.01% | 1054 |
|
|
2015
Q1 | $342K | Sell |
6,560
-772
| -11% | -$39.3K | ﹤0.01% | 1032 |
|
|
2014
Q4 | $355K | Buy |
7,332
+2,063
| +39% | +$101K | 0.01% | 919 |
|
|
2014
Q3 | $244K | Buy |
+5,269
| New | +$289K | ﹤0.01% | 979 |
|
|
2014
Q2 | – | Sell |
-3,928
| Closed | -$213K | – | 809 |
|
|
2014
Q1 | $213K | Buy |
+3,928
| New | +$200K | ﹤0.01% | 859 |
|
|
2013
Q4 | – | Sell |
-5,205
| Closed | -$232K | – | 651 |
|
|
2013
Q3 | $232K | Buy |
+5,205
| New | +$219K | 0.01% | 605 |
|
Other funds holding BWA
United Capital Financial Advisors's BWA Position: Q2 2026 in Review
United Capital Financial Advisors reduced its BorgWarner (BWA) stake by 0.65% in Q2 2026, selling an estimated $5.51K and leaving 13,359 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #846.
United Capital Financial Advisors first reported a position in BWA in Q3 2013 and has held it in 26 quarters since. The position peaked at $4.75M in Q1 2019. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.
- United Capital Financial Advisors held 13,359 shares of BorgWarner worth $887K as of Q2 2026.
- United Capital Financial Advisors sold 87 BorgWarner shares in Q2 2026, an estimated $5.51K.
- BorgWarner made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #846 holding.
- United Capital Financial Advisors first reported a position in BorgWarner in Q3 2013 and has held it in 26 quarters since.
- United Capital Financial Advisors's BorgWarner position peaked at $4.75M in Q1 2019.
- 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.