WA
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Waddell & Associates’s BorgWarner BWA Stock Holding History

Waddell & Associates’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 		$737K Hold
11,096
– – 0.04% 177
2026
Q1 		$602K Hold
11,096
– – 0.03% 193
2025
Q4 		$500K Buy
11,096
+3,202
+41% +$140K 0.03% 174
2025
Q3 		$347K Buy
+7,894
New +$315K 0.03% 189

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Waddell & Associates's BWA Position: Q2 2026 in Review

Waddell & Associates held its BorgWarner (BWA) position steady in Q2 2026 at 11,096 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #177.

Waddell & Associates first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Waddell & Associates held 11,096 shares of BorgWarner worth $737K as of Q2 2026.
  • Waddell & Associates left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #177 holding.
  • Waddell & Associates first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.