WPW
BORR

Waldron Private Wealth’s Borr Drilling BORR Stock Holding History

Waldron Private Wealth’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,600
Closed -$84.2K – 309
2024
Q4 		$84.2K Hold
21,600
– – ﹤0.01% 409
2024
Q3 		$119K Hold
21,600
– – ﹤0.01% 412
2024
Q2 		$139K Hold
21,600
– – 0.01% 399
2024
Q1 		$148K Sell
21,600
-38,400
-64% -$252K 0.01% 406
2023
Q4 		$442K Buy
+60,000
New +$395K 0.02% 251

Other funds holding BORR

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Waldron Private Wealth's BORR Position: Q1 2025 in Review

Waldron Private Wealth sold out of Borr Drilling (BORR) in Q1 2025, closing a stake of 21,600 shares — an estimated $84.2K sold.

Waldron Private Wealth first reported a position in BORR in Q4 2023 and held it in 5 quarters. The position peaked at $442K in Q4 2023. 152 funds tracked by Wall St. Rank hold BORR as of Q1 2025.

  • Waldron Private Wealth reported no remaining Borr Drilling position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 21,600 Borr Drilling shares in Q1 2025, an estimated $84.2K.
  • Waldron Private Wealth first reported a position in Borr Drilling in Q4 2023 and held it in 5 quarters.
  • Waldron Private Wealth's Borr Drilling position peaked at $442K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held Borr Drilling as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.