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Modern Wealth Management, LLC

Position in BWA — Borgwarner Inc

CIK 2001900 KANSAS CITY, MO

Position in BWA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$327,416
+$71,419 QoQ
Shares Held
4,931
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#533
of 811 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in BWA Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $4,039,276 across 4 Auto Parts names. BWA ranks #3 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BWA
Borgwarner Inc
This page
4,931 $327,416

All Filings in BWA

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $327,416 4,931
2026-03-31 $255,997 4,718