Wolff Wiese Magana’s BorgWarner BWA Stock Holding History

Wolff Wiese Magana’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	$11.2K	Hold	168	–	–	0.01%	474
2026 Q1	$9.12K	Hold	168	–	–	0.01%	482
2025 Q4	$7.57K	Hold	168	–	–	﹤0.01%	495
2025 Q3	$7.39K	Hold	168	–	–	﹤0.01%	513
2025 Q2	$5.63K	Sell	168 -306	-65%	-$9.38K	﹤0.01%	536
2025 Q1	$13.6K	Hold	474	–	–	0.01%	355
2024 Q4	$15.1K	Hold	474	–	–	0.01%	344
2024 Q3	$17.2K	Buy	+474	New	+$15.6K	0.01%	340
2024 Q1	–	Sell	-1,005	Closed	-$36K	–	722
2023 Q4	$36K	Hold	1,005	–	–	0.03%	169
2023 Q3	$40.6K	Sell	1,005 -192	-16%	-$8.13K	0.03%	204
2023 Q2	$51.6K	Sell	1,197 -55	-4%	-$2.26K	0.04%	188
2023 Q1	$54.1K	Hold	1,252	–	–	0.04%	180
2022 Q4	$44.4K	Buy	1,252 +110	+10%	+$3.74K	0.04%	193
2022 Q3	$32K	Buy	1,142 +6	+0.5%	+$194	0.03%	307
2022 Q2	$33K	Buy	+1,136	New	+$37.4K	0.02%	312

Other funds holding BWA

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return