Clearstead Advisors, LLC

Position in BWA — Borgwarner Inc

CIK 842775 CLEVELAND, OH

Position in BWA

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$316,986

+$9,722 QoQ

Shares Held

5,842

-14.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Clearstead Advisors, LLC holds $17,600,698 across 22 Auto Parts names. BWA ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	141,643	$13,075,065
2	CVGI	Commercial Vehicle Group, Inc.	700,000	$2,387,000
3	MOD	Modine Manufacturing Co	4,300	$931,853
4	BWA	Borgwarner Inc This page	5,842	$316,986
5	AZO	Autozone Inc	82	$276,977
6	GPC	Genuine Parts Co	1,739	$183,899
7	LKQ	Lkq Corp	5,000	$146,850
8	ALV	Autoliv Inc	873	$91,804

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,986	5,842	-14.3%	Shares	Sole	2026-05-06
2025-12-31	$307,264	6,819	+108.2%	Shares	Sole	2026-02-09
2025-09-30	$144,012	3,276	+146.9%	Shares	Sole	2025-11-10
2025-06-30	$44,427	1,327	+5429.2%	Shares	Sole	2025-08-08
2025-03-31	$687	24	-95.3%	Shares	Sole	2025-05-13
2024-12-31	$16,308	513	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$18,290	504	+2.0%	Shares	Sole	2024-11-13
2024-06-30	$15,926	494	+2145.5%	Shares	Sole	2024-08-12
2023-12-31	$788	22	-4.3%	Shares	Sole	2024-02-12
2023-03-31	$994	23	+64.3%	Shares	Sole	2023-05-09
2022-09-30	$386	14	-88.8%	Shares	Sole	2022-11-15
2022-03-31	$4,280	125	+303.2%	Shares	Sole	2022-05-04
2021-06-30	$1,324	31	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.