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Waypoint Wealth Counsel’s BorgWarner BWA Stock Holding History

Waypoint Wealth Counsel’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 		$443K Sell
8,173
-963
-11% -$50.8K 0.23% 88
2025
Q4 		$412K Sell
9,136
-1,406
-13% -$61.6K 0.15% 133
2025
Q3 		$463K Buy
+10,542
New +$421K 0.18% 103

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

Waypoint Wealth Counsel's BWA Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its BorgWarner (BWA) stake by 11% in Q1 2026, selling an estimated $50.8K and leaving 8,173 shares worth $443K. The position accounts for 0.23% of the portfolio, ranked #88.

Waypoint Wealth Counsel first reported a position in BWA in Q3 2025 and has held it in 3 quarters since. The position peaked at $463K in Q3 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Waypoint Wealth Counsel held 8,173 shares of BorgWarner worth $443K as of Q1 2026.
  • Waypoint Wealth Counsel sold 963 BorgWarner shares in Q1 2026, an estimated $50.8K.
  • BorgWarner made up 0.23% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #88 holding.
  • Waypoint Wealth Counsel first reported a position in BorgWarner in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's BorgWarner position peaked at $463K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.