Position in BWA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$260,952
+$10,416 QoQ
Shares Held
3,930
-36.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 815 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $153,862,070 across 6 Auto Parts names. BWA ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
24,322 | $77,731,650 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
618,833 | $69,767,232 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
53,378 | $4,915,580 | |
| 4 | GPC |
Genuine Parts Co
|
8,262 | $974,750 | |
| 5 | BWA |
Borgwarner Inc
This page
|
3,930 | $260,952 | |
| 6 | DORM |
Dorman Products, Inc.
|
1,553 | $211,906 |
All Filings in BWA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,952 | 3,930 | Shares | Sole | 2026-08-10 | |
| 2023-09-30 | $250,536 | 6,206 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $286,955 | 5,867 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $288,521 | 5,875 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $202,095 | 5,021 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||