Position in BWA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,636
+$1,722 QoQ
Shares Held
115
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#737
of 816 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $951,026 across 23 Auto Parts names. BWA ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
8,491 | $781,936 | |
| 2 | GPC |
Genuine Parts Co
|
679 | $80,108 | |
| 3 | AZO |
Autozone Inc
|
11 | $35,155 | |
| 4 | PHIN |
Phinia Inc.
|
100 | $8,237 | |
| 5 | MOD |
Modine Manufacturing Co
|
30 | $8,010 | |
| 6 | MGA |
Magna International Inc
|
120 | $7,879 | |
| 7 | BWA |
Borgwarner Inc
This page
|
115 | $7,636 | |
| 8 | APTV |
Aptiv PLC
|
88 | $5,401 |
All Filings in BWA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,636 | 115 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||