Planning Strategies Inc.’s BorgWarner BWA Stock Holding History

Planning Strategies Inc.’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	$133	Buy	+2	New	+$127	﹤0.01%	1021

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

EAM

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Planning Strategies Inc.'s BWA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in BorgWarner (BWA) in Q2 2026: 2 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

216 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Planning Strategies Inc. held 2 shares of BorgWarner worth $133 as of Q2 2026.
BorgWarner was a new Planning Strategies Inc. position in Q2 2026.
BorgWarner made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1021 holding.
216 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.