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Creative Planning

Position in BWA — Borgwarner Inc

CIK 1540235 OVERLAND PARK, KS

Position in BWA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$16,626,294
+$5,422,798 QoQ
Shares Held
250,396
+21.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
of 816 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in BWA Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $199,255,553 across 38 Auto Parts names. BWA ranks #3 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BWA
Borgwarner Inc
This page
250,396 $16,626,294

All Filings in BWA

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,626,294 250,396
2026-03-31 $11,203,496 206,478
2025-12-31 $6,694,699 148,573
2025-09-30 $4,633,295 105,398
2025-06-30 $1,242,442 37,110
2025-03-31 $694,905 24,255
2024-12-31 $679,415 21,372
2024-09-30 $908,483 25,034
2024-06-30 $858,901 26,641
2024-03-31 $882,221 25,395
2023-12-31 $963,289 26,870
2023-09-30 $1,212,795 30,042
2023-06-30 $1,190,714 24,345
2023-03-31 $1,090,240 22,200
2022-12-31 $806,085 20,027
2022-09-30 $461,547 14,699
2022-06-30 $506,556 15,180
2022-03-31 $521,221 13,399
2021-12-31 $581,357 12,899
2021-09-30 $4,527,028 104,768
2021-06-30 $4,639,698 95,585
2021-03-31 $2,612,203 56,346
2020-12-31 $2,732,003 70,704