Wealth Enhancement Advisory Services
BWA icon

Wealth Enhancement Advisory Services’s BorgWarner BWA Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.2M Buy
175,094
+4,577
+3% +$290K 0.02% 668
2026
Q1 		$8.1M Buy
170,517
+14,783
+9% +$779K 0.02% 673
2025
Q4 		$7.47M Buy
155,734
+13,141
+9% +$576K 0.01% 824
2025
Q3 		$6.04M Buy
142,593
+53,537
+60% +$2.14M 0.01% 860
2025
Q2 		$3.15M Buy
89,056
+40,055
+82% +$1.23M 0.01% 1124
2025
Q1 		$1.4M Sell
49,001
-9,976
-17% -$303K ﹤0.01% 1428
2024
Q4 		$1.87M Sell
58,977
-16,798
-22% -$572K ﹤0.01% 1216
2024
Q3 		$2.75M Buy
75,775
+11,180
+17% +$369K 0.01% 937
2024
Q2 		$2.08M Buy
64,595
+987
+2% +$34.2K ﹤0.01% 966
2024
Q1 		$2.21M Buy
63,608
+1,579
+3% +$51.6K 0.01% 907
2023
Q4 		$2.22M Buy
62,029
+1,270
+2% +$45.3K 0.01% 864
2023
Q3 		$2.45M Buy
+60,759
New +$2.57M 0.01% 791
2022
Q3 		– Sell
-46,504
Closed -$1.41M – 326
2022
Q2 		$1.41M Buy
46,504
+10,032
+28% +$330K 0.02% 227
2022
Q1 		$1.25M Buy
36,472
+2,345
+7% +$87.6K 0.02% 228
2021
Q4 		$1.33M Buy
+34,127
New +$1.37M 0.02% 201
2021
Q3 		– Sell
-218,821
Closed -$9.12M – 292
2021
Q2 		$9.12M Buy
+218,821
New +$9.64M 0.15% 73

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

Wealth Enhancement Advisory Services's BWA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BorgWarner (BWA) stake by 2.7% in Q2 2026, buying an estimated $290K and bringing the position to 175,094 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #668.

Wealth Enhancement Advisory Services first reported a position in BWA in Q2 2021 and has held it in 16 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 175,094 shares of BorgWarner worth $10.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,577 BorgWarner shares in Q2 2026, an estimated $290K.
  • BorgWarner made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #668 holding.
  • Wealth Enhancement Advisory Services first reported a position in BorgWarner in Q2 2021 and has held it in 16 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.