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Waterloo Capital’s BorgWarner BWA Stock Holding History

Waterloo Capital’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 		$201K Buy
+3,033
New +$192K 0.01% 552
2024
Q3 		– Sell
-14,747
Closed -$475K – 363
2024
Q2 		$475K Buy
14,747
+97
+0.7% +$3.36K 0.06% 228
2024
Q1 		$509K Sell
14,650
-1,568
-10% -$51.3K 0.07% 222
2023
Q4 		$581K Buy
+16,218
New +$579K 0.09% 192

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 $3.37T AUM 44.26% 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

Waterloo Capital's BWA Position: Q2 2026 in Review

Waterloo Capital opened a new position in BorgWarner (BWA) in Q2 2026: 3,033 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in BWA as recently as Q2 2024.

Waterloo Capital first reported a position in BWA in Q4 2023 and has held it in 4 quarters since. The position peaked at $581K in Q4 2023. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Waterloo Capital held 3,033 shares of BorgWarner worth $201K as of Q2 2026.
  • BorgWarner was a new Waterloo Capital position in Q2 2026.
  • BorgWarner made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #552 holding.
  • Waterloo Capital first reported a position in BorgWarner in Q4 2023 and has held it in 4 quarters since.
  • Waterloo Capital's BorgWarner position peaked at $581K in Q4 2023.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.