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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waverly Advisors's BWA Position: Q1 2026 in Review

Waverly Advisors increased its BorgWarner (BWA) stake by 8.3% in Q1 2026, buying an estimated $38.5K and bringing the position to 9,544 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Waverly Advisors first reported a position in BWA in Q3 2013 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Waverly Advisors held 9,544 shares of BorgWarner worth $518K as of Q1 2026.
  • Waverly Advisors bought 731 BorgWarner shares in Q1 2026, an estimated $38.5K.
  • BorgWarner made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1067 holding.
  • Waverly Advisors first reported a position in BorgWarner in Q3 2013 and has held it in 5 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.