VWA
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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
Q2 		$6.91K Buy
104
+44
+73% +$2.79K ﹤0.01% 377
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 $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

Valued Wealth Advisors's BWA Position: Q2 2026 in Review

Valued Wealth Advisors increased its BorgWarner (BWA) stake by 73% in Q2 2026, buying an estimated $2.79K and bringing the position to 104 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Valued Wealth Advisors first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Valued Wealth Advisors held 104 shares of BorgWarner worth $6.91K as of Q2 2026.
  • Valued Wealth Advisors bought 44 BorgWarner shares in Q2 2026, an estimated $2.79K.
  • BorgWarner made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #377 holding.
  • Valued Wealth Advisors first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.