Position in BWA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,199,658
+$3,622,940 QoQ
Shares Held
63,248
+495.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#218
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $45,269,529 across 9 Auto Parts names. BWA ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPC |
Genuine Parts Co
|
278,229 | $32,825,426 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
64,187 | $5,910,953 | |
| 3 | BWA |
Borgwarner Inc
This page
|
63,248 | $4,199,658 | |
| 4 | AZO |
Autozone Inc
|
195 | $623,195 | |
| 5 | MOD |
Modine Manufacturing Co
|
1,706 | $455,528 | |
| 6 | ALV |
Autoliv Inc
|
3,817 | $443,405 | |
| 7 | DAN |
DANA Inc
|
14,903 | $405,496 | |
| 8 | MGA |
Magna International Inc
|
5,708 | $374,786 |
All Filings in BWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,199,658 | 63,248 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $576,718 | 10,629 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $494,839 | 10,982 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $18,313,935 | 416,605 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,121,206 | 421,781 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $11,783,128 | 411,279 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $12,691,094 | 399,217 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,716,631 | 377,973 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,170,408 | 346,477 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,969,597 | 315,763 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,136,659 | 282,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,302,862 | 230,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,895,441 | 222,765 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,586,159 | 113,748 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,541,794 | 87,995 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,756,036 | 87,772 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,665,829 | 79,887 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,295,806 | 84,725 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,926,079 | 64,923 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,921,516 | 67,612 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,292,297 | 88,428 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,675,517 | 79,282 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,823,657 | 73,076 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,703,431 | 69,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,271,022 | 64,335 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,712,141 | 70,256 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||