Venture Visionary Partners’s BorgWarner BWA Stock Holding History

Venture Visionary Partners’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	$206K	Buy	+3,804	New	+$201K	0.01%	589
2023 Q1	–	Sell	-15,551	Closed	-$551K	–	498
2022 Q4	$551K	Sell	15,551 -1,993	-11%	-$67.8K	0.04%	309
2022 Q3	$484K	Sell	17,544 -3	-0%	-$97	0.04%	304
2022 Q2	$515K	Sell	17,547 -170	-1%	-$5.6K	0.04%	291
2022 Q1	$606K	Sell	17,717 -18,260	-51%	-$682K	0.04%	294
2021 Q4	$1.44M	Buy	35,977 +5,471	+18%	+$220K	0.09%	177
2021 Q3	$1.17M	Buy	+30,506	New	+$1.21M	0.08%	195

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Venture Visionary Partners's BWA Position: Q1 2026 in Review

Venture Visionary Partners opened a new position in BorgWarner (BWA) in Q1 2026: 3,804 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in BWA as recently as Q4 2022.

Venture Visionary Partners first reported a position in BWA in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2021. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Venture Visionary Partners held 3,804 shares of BorgWarner worth $206K as of Q1 2026.
BorgWarner was a new Venture Visionary Partners position in Q1 2026.
BorgWarner made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #589 holding.
Venture Visionary Partners first reported a position in BorgWarner in Q3 2021 and has held it in 7 quarters since.
Venture Visionary Partners's BorgWarner position peaked at $1.44M in Q4 2021.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.