VWA
BWA icon

Valued Wealth Advisors’s BorgWarner BWA Stock Holding History

Valued 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
Q1 		$3.26K Buy
60
+47
+362% +$2.48K ﹤0.01% 465
2025
Q4 		$589 Buy
13
+3
+30% +$131 ﹤0.01% 521
2025
Q3 		$442 Buy
10
+1
+11% +$40 ﹤0.01% 529
2025
Q2 		$303 Hold
9
– – ﹤0.01% 557
2025
Q1 		$259 Sell
9
-2
-18% -$61 ﹤0.01% 594
2024
Q4 		$351 Hold
11
– – ﹤0.01% 581
2024
Q3 		$400 Sell
11
-32
-74% -$1.05K ﹤0.01% 549
2024
Q2 		$1.39K Sell
43
-4
-9% -$139 ﹤0.01% 409
2024
Q1 		$1.63K Buy
47
+36
+327% +$1.18K ﹤0.01% 383
2023
Q4 		$445 Buy
+11
New +$393 ﹤0.01% 442

Other funds holding BWA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return