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Valmark Advisers’s BorgWarner BWA Stock Holding History

Valmark Advisers’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 		$660K Sell
9,932
-5,002
-33% -$317K 0.01% 445
2026
Q1 		$810K Buy
+14,934
New +$787K 0.01% 386

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

Valmark Advisers's BWA Position: Q2 2026 in Review

Valmark Advisers reduced its BorgWarner (BWA) stake by 33% in Q2 2026, selling an estimated $317K and leaving 9,932 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #445.

Valmark Advisers first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. The position peaked at $810K in Q1 2026. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Valmark Advisers held 9,932 shares of BorgWarner worth $660K as of Q2 2026.
  • Valmark Advisers sold 5,002 BorgWarner shares in Q2 2026, an estimated $317K.
  • BorgWarner made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #445 holding.
  • Valmark Advisers first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • Valmark Advisers's BorgWarner position peaked at $810K in Q1 2026.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.