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Waverly Advisors’s BorgWarner BWA Stock Holding History

Waverly 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 		$661K Buy
9,955
+411
+4% +$26K ﹤0.01% 1048
2026
Q1 		$518K Buy
9,544
+731
+8% +$38.5K ﹤0.01% 1067
2025
Q4 		$397K Buy
8,813
+160
+2% +$7.01K ﹤0.01% 1102
2025
Q3 		$380K Buy
+8,653
New +$346K ﹤0.01% 949
2014
Q1 		– Sell
-1,203
Closed -$59K – 705
2013
Q4 		$59K Sell
1,203
-1,203
-50% -$55.7K 0.02% 306
2013
Q3 		$107K Buy
+2,406
New +$101K 0.05% 144

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

Waverly Advisors's BWA Position: Q2 2026 in Review

Waverly Advisors increased its BorgWarner (BWA) stake by 4.3% in Q2 2026, buying an estimated $26K and bringing the position to 9,955 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Waverly Advisors first reported a position in BWA in Q3 2013 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Waverly Advisors held 9,955 shares of BorgWarner worth $661K as of Q2 2026.
  • Waverly Advisors bought 411 BorgWarner shares in Q2 2026, an estimated $26K.
  • BorgWarner made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1048 holding.
  • Waverly Advisors first reported a position in BorgWarner in Q3 2013 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.