Position in BWA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,160,340
+$204,768 QoQ
Shares Held
17,475
-0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#380
of 815 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, 2026HB Wealth Management, LLC holds $23,412,433 across 13 Auto Parts names. BWA ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
81,380 | $7,494,284 | |
| 2 | GPC |
Genuine Parts Co
|
52,935 | $6,245,271 | |
| 3 | AZO |
Autozone Inc
|
1,618 | $5,171,030 | |
| 4 | BWA |
Borgwarner Inc
This page
|
17,475 | $1,160,340 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
|
6,748 | $760,769 | |
| 6 | MOD |
Modine Manufacturing Co
|
2,224 | $593,852 | |
| 7 | ALV |
Autoliv Inc
|
3,485 | $404,852 | |
| 8 | APTV |
Aptiv PLC
|
5,871 | $360,361 |
All Filings in BWA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,340 | 17,475 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $955,572 | 17,611 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $672,880 | 14,933 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $640,717 | 14,575 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $314,778 | 9,402 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $390,929 | 13,645 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $371,879 | 11,698 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $362,754 | 9,996 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $322,400 | 10,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $283,825 | 8,170 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $310,783 | 8,669 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $381,657 | 9,454 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $640,330 | 13,092 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $629,786 | 12,824 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $505,861 | 12,568 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $383,832 | 12,224 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $386,157 | 11,572 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $448,712 | 11,535 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,563,974 | 34,701 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||