Position in BWA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$516,787
-$32,804 QoQ
Shares Held
7,783
-23.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#73
of 171 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $13,356,710 across 44 Auto Parts names. BWA ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
2,788 | $8,910,274 | |
| 2 | LKQ |
Lkq Corp
|
70,413 | $1,853,973 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
8,873 | $817,109 | |
| 4 | BWA |
Borgwarner Inc
This page
|
7,783 | $516,787 | |
| 5 | GPC |
Genuine Parts Co
|
1,724 | $203,393 | |
| 6 | LEA |
Lear Corp
|
1,133 | $151,886 | |
| 7 | ALV |
Autoliv Inc
|
880 | $102,224 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
|
834 | $94,022 |
All Filings in BWA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,787 | 7,783 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $549,591 | 10,129 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $491,915 | 10,917 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $420,871 | 9,574 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $185,175 | 5,531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,655 | 1,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,643 | 618 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,787 | 380 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,539 | 389 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,212 | 697 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $17,242 | 481 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,618 | 486 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,129 | 514 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,424 | 565 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,698 | 556 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,784 | 354 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,460 | 254 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,101 | 149 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $9,680 | 244 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||