Wright Investors Service’s BorgWarner BWA Stock Holding History

Wright Investors Service’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	-7,587	Closed	-$334K	–	149
2025 Q3	$334K	Buy	+7,587	New	+$303K	0.1%	137
2024 Q3	–	Sell	-9,385	Closed	-$303K	–	141
2024 Q2	$303K	Sell	9,385 -17,292	-65%	-$599K	0.08%	137
2024 Q1	$927K	Buy	26,677 +9,737	+57%	+$318K	0.23%	104
2023 Q4	$607K	Sell	16,940 -1,171	-6%	-$41.8K	0.17%	114
2023 Q3	$731K	Sell	18,111 -18,251	-50%	-$773K	0.21%	110
2023 Q2	$1.57M	Buy	36,362 +16,917	+87%	+$696K	0.44%	74
2023 Q1	$841K	Buy	+19,445	New	+$805K	0.24%	105

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 $46.4B AUM 27.74% 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

Wright Investors Service's BWA Position: Q4 2025 in Review

Wright Investors Service sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 7,587 shares — an estimated $334K sold.

Wright Investors Service first reported a position in BWA in Q1 2023 and held it in 7 quarters. The position peaked at $1.57M in Q2 2023. 670 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

Wright Investors Service reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
Wright Investors Service sold 7,587 BorgWarner shares in Q4 2025, an estimated $334K.
Wright Investors Service first reported a position in BorgWarner in Q1 2023 and held it in 7 quarters.
Wright Investors Service's BorgWarner position peaked at $1.57M in Q2 2023.
670 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on Wright Investors Service's 13F filing for Q4 2025, filed 26 Jan 2026.