Valeo 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 | $406K | Buy |
6,116
+654
| +12% | +$41.4K | 0.01% | 519 |
|
|
2026
Q1 | $296K | Buy |
5,462
+493
| +10% | +$26K | 0.01% | 553 |
|
|
2025
Q4 | $224K | Sell |
4,969
-922
| -16% | -$40.4K | 0.01% | 720 |
|
|
2025
Q3 | $259K | Buy |
+5,891
| New | +$235K | 0.01% | 662 |
|
|
2024
Q4 | – | Sell |
-7,419
| Closed | -$270K | – | 749 |
|
|
2024
Q3 | $270K | Sell |
7,419
-236
| -3% | -$7.78K | 0.01% | 563 |
|
|
2024
Q2 | $247K | Sell |
7,655
-654
| -8% | -$22.6K | 0.01% | 552 |
|
|
2024
Q1 | $279K | Sell |
8,309
-1,569
| -16% | -$51.3K | 0.01% | 526 |
|
|
2023
Q4 | $354K | Sell |
9,878
-1,961
| -17% | -$70K | 0.01% | 445 |
|
|
2023
Q3 | $478K | Sell |
11,839
-2,487
| -17% | -$105K | 0.02% | 345 |
|
|
2023
Q2 | $617K | Buy |
14,326
+206
| +1% | +$8.47K | 0.03% | 280 |
|
|
2023
Q1 | $610K | Sell |
14,120
-2,332
| -14% | -$96.6K | 0.03% | 292 |
|
|
2022
Q4 | $583K | Sell |
16,452
-3,383
| -17% | -$115K | 0.03% | 254 |
|
|
2022
Q3 | $548K | Sell |
19,835
-3,487
| -15% | -$112K | 0.03% | 248 |
|
|
2022
Q2 | $685K | Buy |
23,322
+4,621
| +25% | +$152K | 0.04% | 207 |
|
|
2022
Q1 | $640K | Buy |
18,701
+3,976
| +27% | +$149K | 0.03% | 274 |
|
|
2021
Q4 | $584K | Buy |
14,725
+2,781
| +23% | +$112K | 0.03% | 273 |
|
|
2021
Q3 | $454K | Buy |
11,944
+4,438
| +59% | +$176K | 0.03% | 324 |
|
|
2021
Q2 | $321K | Sell |
7,506
-1,015
| -12% | -$44.7K | 0.02% | 345 |
|
|
2021
Q1 | $348K | Buy |
+8,521
| New | +$332K | 0.02% | 332 |
|
|
2020
Q3 | – | Sell |
-210
| Closed | -$7K | – | 1655 |
|
|
2020
Q2 | $7K | Sell |
210
-943
| -82% | -$24.8K | ﹤0.01% | 1393 |
|
|
2020
Q1 | $26K | Buy |
1,153
+32
| +3% | +$925 | ﹤0.01% | 804 |
|
|
2019
Q4 | $43K | Hold |
1,121
| – | – | ﹤0.01% | 702 |
|
|
2019
Q3 | $36K | Sell |
1,121
-205
| -15% | -$6.6K | ﹤0.01% | 697 |
|
|
2019
Q2 | $49K | Hold |
1,326
| – | – | 0.01% | 599 |
|
|
2019
Q1 | $45K | Hold |
1,326
| – | – | 0.01% | 586 |
|
|
2018
Q4 | $41K | Hold |
1,326
| – | – | 0.01% | 544 |
|
|
2018
Q3 | $46K | Hold |
1,326
| – | – | 0.01% | 560 |
|
|
2018
Q2 | $51K | Sell |
1,326
-253
| -16% | -$11.2K | 0.01% | 534 |
|
|
2018
Q1 | $70K | Buy |
1,579
+1,448
| +1,105% | +$67.3K | 0.01% | 432 |
|
|
2017
Q4 | $6K | Sell |
131
-142
| -52% | -$6.57K | ﹤0.01% | 955 |
|
|
2017
Q3 | $12K | Buy |
+273
| New | +$11.1K | ﹤0.01% | 651 |
|
Other funds holding BWA
Valeo Financial Advisors's BWA Position: Q2 2026 in Review
Valeo Financial Advisors increased its BorgWarner (BWA) stake by 12% in Q2 2026, buying an estimated $41.4K and bringing the position to 6,116 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #519.
Valeo Financial Advisors first reported a position in BWA in Q3 2017 and has held it in 31 quarters since. The position peaked at $685K in Q2 2022. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.
- Valeo Financial Advisors held 6,116 shares of BorgWarner worth $406K as of Q2 2026.
- Valeo Financial Advisors bought 654 BorgWarner shares in Q2 2026, an estimated $41.4K.
- BorgWarner made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #519 holding.
- Valeo Financial Advisors first reported a position in BorgWarner in Q3 2017 and has held it in 31 quarters since.
- Valeo Financial Advisors's BorgWarner position peaked at $685K in Q2 2022.
- 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.