WA
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Whipplewood Advisors’s BorgWarner BWA Stock Holding History

Whipplewood 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
Q2 		$1.46K Hold
22
– – ﹤0.01% 485
2026
Q1 		$1.19K Buy
+22
New +$1.16K ﹤0.01% 864
2025
Q3 		– Sell
-35
Closed -$1.17K – 417
2025
Q2 		$1.17K Sell
35
-17
-33% -$521 ﹤0.01% 988
2025
Q1 		$630 Buy
52
+30
+136% +$910 ﹤0.01% 1096
2024
Q4 		$699 Buy
+22
New +$749 ﹤0.01% 1071

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

Whipplewood Advisors's BWA Position: Q2 2026 in Review

Whipplewood Advisors held its BorgWarner (BWA) position steady in Q2 2026 at 22 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Whipplewood Advisors first reported a position in BWA in Q4 2024 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Whipplewood Advisors held 22 shares of BorgWarner worth $1.46K as of Q2 2026.
  • Whipplewood Advisors left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #485 holding.
  • Whipplewood Advisors first reported a position in BorgWarner in Q4 2024 and has held it in 5 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.