Position in BWA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,914
+$1,408 QoQ
Shares Held
109
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $855,743 across 20 Auto Parts names. BWA ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
7,787 | $718,817 | |
| 2 | GPC |
Genuine Parts Co
|
687 | $72,650 | |
| 3 | AZO |
Autozone Inc
|
8 | $27,022 | |
| 4 | MGA |
Magna International Inc
|
133 | $7,422 | |
| 5 | APTV |
Aptiv PLC
|
101 | $7,013 | |
| 6 | PHIN |
Phinia Inc.
|
100 | $6,844 | |
| 7 | BWA |
Borgwarner Inc
This page
|
109 | $5,914 | |
| 8 | GNTX |
Gentex Corp
|
97 | $2,119 |
All Filings in BWA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,914 | 109 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,506 | 100 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||