Williams Jones Wealth Management’s BorgWarner BWA Stock Holding History

Williams Jones Wealth Management’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	$533K	Sell	8,032 -8	-0.1%	-$507	0.01%	360
2026 Q1	$436K	Buy	8,040 +8	+0.1%	+$422	0.01%	372
2025 Q4	$362K	Hold	8,032	–	–	﹤0.01%	396
2025 Q3	$353K	Hold	8,032	–	–	﹤0.01%	392
2025 Q2	$269K	Hold	8,032	–	–	﹤0.01%	434
2025 Q1	$230K	Buy	8,032 +73	+0.9%	+$2.21K	﹤0.01%	442
2024 Q4	$253K	Hold	7,959	–	–	﹤0.01%	435
2024 Q3	$289K	Hold	7,959	–	–	﹤0.01%	435
2024 Q2	$257K	Hold	7,959	–	–	﹤0.01%	441
2024 Q1	$276K	Hold	7,959	–	–	﹤0.01%	446
2023 Q4	$285K	Hold	7,959	–	–	﹤0.01%	427
2023 Q3	$321K	Sell	7,959 -1,082	-12%	-$45.8K	﹤0.01%	406
2023 Q2	$389K	Sell	9,041 -71	-0.8%	-$2.92K	0.01%	384
2023 Q1	$394K	Hold	9,112	–	–	0.01%	408
2022 Q4	$323K	Sell	9,112 -1	-0%	-$34	0.01%	431
2022 Q3	$252K	Sell	9,113 -1,340	-13%	-$43.2K	﹤0.01%	462
2022 Q2	$307K	Buy	+10,453	New	+$344K	0.01%	452

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Williams Jones Wealth Management's BWA Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its BorgWarner (BWA) stake by 0.1% in Q2 2026, selling an estimated $507 and leaving 8,032 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #360.

Williams Jones Wealth Management first reported a position in BWA in Q2 2022 and has held it in 17 quarters since. 339 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Williams Jones Wealth Management held 8,032 shares of BorgWarner worth $533K as of Q2 2026.
Williams Jones Wealth Management sold 8 BorgWarner shares in Q2 2026, an estimated $507.
BorgWarner made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #360 holding.
Williams Jones Wealth Management first reported a position in BorgWarner in Q2 2022 and has held it in 17 quarters since.
339 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.