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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

BWA holding history

Borgwarner Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWA overviewAll 13F holders of BWAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of BWA by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−14,308−100.0%Sold outHolders
Q1 202614,308$776.3K<0.1%−2,052−12.5%ReducedHolders
Q4 202516,360$737.2K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202511,461$383.7K<0.1%−1,253−9.9%ReducedHolders
Q1 202512,714$364.3K<0.1%+2,152+20.4%AddedHolders
Q4 202410,562$335.8K<0.1%+578+5.8%AddedHolders
Q3 20249,984$362.3K<0.1%+9,984NewHolders