Wealthspire Advisors (New York)’s BorgWarner BWA Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-996	Closed	-$43.8K	–	1298
2025 Q3	$43.8K	Buy	+996	New	+$39.8K	﹤0.01%	1294
2024 Q1	–	Sell	-10,151	Closed	-$364K	–	645
2023 Q4	$364K	Sell	10,151 -547	-5%	-$19.5K	0.01%	477
2023 Q3	$432K	Sell	10,698 -76	-0.7%	-$3.22K	0.01%	416
2023 Q2	$464K	Buy	10,774 +32	+0.3%	+$1.32K	0.01%	375
2023 Q1	$464K	Sell	10,742 -1,083	-9%	-$44.8K	0.01%	367
2022 Q4	$419K	Buy	11,825 +1,014	+9%	+$34.5K	0.01%	400
2022 Q3	$299K	Buy	10,811 +176	+2%	+$5.68K	0.01%	417
2022 Q2	$312K	Buy	+10,635	New	+$350K	0.01%	392
2019 Q1	–	Sell	-157	Closed	-$5K	–	158
2018 Q4	$5K	Buy	+157	New	+$5.26K	﹤0.01%	637

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s BWA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 996 shares — an estimated $43.8K sold.

Wealthspire Advisors (New York) first reported a position in BWA in Q4 2018 and held it in 9 quarters. The position peaked at $464K in Q1 2023. 670 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 996 BorgWarner shares in Q4 2025, an estimated $43.8K.
Wealthspire Advisors (New York) first reported a position in BorgWarner in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s BorgWarner position peaked at $464K in Q1 2023.
670 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.