Position in BWA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,626,241
+$2,373,989 QoQ
Shares Held
175,094
+2.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 75 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 3.9235843399297523.ToString("F0")%
Shared 0.ToString("F0")%
None 96.07641566007025.ToString("F0")%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $103,224,484 across 31 Auto Parts names. BWA ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
238,530 | $21,966,227 | |
| 2 | AZO |
Autozone Inc
|
6,190 | $19,782,867 | |
| 3 | GPC |
Genuine Parts Co
|
151,330 | $17,853,913 | |
| 4 | BWA |
Borgwarner Inc
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|
175,094 | $11,626,241 | |
| 5 | XPEL |
XPEL, Inc.
|
108,900 | $5,401,440 | |
| 6 | APTV |
Aptiv PLC
|
66,609 | $4,088,460 | |
| 7 | MOD |
Modine Manufacturing Co
|
11,792 | $3,148,699 | |
| 8 | LEA |
Lear Corp
|
19,345 | $2,593,390 |
All Filings in BWA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,626,241 | 175,094 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,252,252 | 170,517 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,017,374 | 155,734 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,268,388 | 142,593 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,981,594 | 89,056 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,403,878 | 49,001 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,874,878 | 58,977 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,749,874 | 75,775 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,082,542 | 64,595 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,209,741 | 63,608 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,223,739 | 62,029 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,452,840 | 60,759 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $1,202,524 | 40,937 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,099,405 | 32,106 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,191,855 | 30,041 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $8,230,611 | 192,624 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||