WWC
BWA icon

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
Q2 		$356K Sell
5,368
-2,805
-34% -$178K 0.22% 83
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 $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

Waypoint Wealth Counsel's BWA Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its BorgWarner (BWA) stake by 34% in Q2 2026, selling an estimated $178K and leaving 5,368 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #83.

Waypoint Wealth Counsel first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. The position peaked at $463K in Q3 2025. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Waypoint Wealth Counsel held 5,368 shares of BorgWarner worth $356K as of Q2 2026.
  • Waypoint Wealth Counsel sold 2,805 BorgWarner shares in Q2 2026, an estimated $178K.
  • BorgWarner made up 0.22% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #83 holding.
  • Waypoint Wealth Counsel first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's BorgWarner position peaked at $463K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.