Integrated Wealth Concepts LLC

Position in BWA — Borgwarner Inc

CIK 1737109 WALTHAM, MA

Position in BWA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,516,376

+$215,005 QoQ

Shares Held

22,837

-4.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#339

of 815 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $18,293,137 across 45 Auto Parts names. BWA ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VC	Visteon Corp	60,745	$6,026,511
2	AZO	Autozone Inc	628	$2,007,050
3	ORLY	O Reilly Automotive Inc	21,192	$1,951,571
4	MGA	Magna International Inc	28,890	$1,896,917
5	BWA	Borgwarner Inc This page	22,837	$1,516,376
6	GPC	Genuine Parts Co	10,715	$1,264,155
7	ALSN	Allison Transmission Holdings Inc	7,189	$810,487
8	LEA	Lear Corp	4,236	$567,878

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,516,376	22,837	-4.8%	Shares	Sole	2026-08-12
2026-03-31	$1,301,371	23,984	+65.0%	Shares	Other	2026-05-15
2025-12-31	$654,992	14,536	-31.9%	Shares	Other	2026-02-13
2025-09-30	$937,710	21,331	+35.9%	Shares	Other	2025-11-14
2025-06-30	$525,401	15,693	-11.4%	Shares	Other	2025-08-14
2024-09-30	$642,659	17,709	+11.0%	Shares	Other	2024-11-14
2024-06-30	$514,453	15,957	-3.7%	Shares	Other	2024-08-14
2024-03-31	$575,815	16,575	+27.4%	Shares	Other	2024-05-15
2023-12-31	$466,300	13,007	-21.0%	Shares	Other	2024-02-13
2023-09-30	$665,055	16,474	+21.3%	Shares	Other	2023-11-15
2023-06-30	$664,344	13,583	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.