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United Financial Planning Group’s BorgWarner BWA Stock Holding History

United Financial Planning Group’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 		$10.8K Hold
163
– – 0.01% 241
2026
Q1 		$8.84K Buy
+163
New +$8.59K 0.01% 232

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 $3.38T AUM 44.17% 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

United Financial Planning Group's BWA Position: Q2 2026 in Review

United Financial Planning Group held its BorgWarner (BWA) position steady in Q2 2026 at 163 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #241.

United Financial Planning Group first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • United Financial Planning Group held 163 shares of BorgWarner worth $10.8K as of Q2 2026.
  • United Financial Planning Group left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #241 holding.
  • United Financial Planning Group first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.