Activest Wealth Management
BA icon

Activest Wealth Management’s Boeing BA Stock Holding History

Activest Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.5K Sell
266
-35
-12% -$7.5K 0.01% 274
2026
Q2 		$65.2K Buy
301
+10
+3% +$2.22K 0.01% 236
2026
Q1 		$57.9K Sell
291
-4
-1% -$911 0.01% 306
2025
Q4 		$64K Buy
295
+53
+22% +$10.9K 0.01% 283
2025
Q3 		$52.2K Buy
242
+46
+23% +$10.4K 0.01% 255
2025
Q2 		$41.1K Sell
196
-173
-47% -$32.7K 0.01% 232
2025
Q1 		$62.9K Buy
369
+117
+46% +$20.3K 0.02% 173
2024
Q4 		$44.6K Buy
252
+3
+1% +$471 0.01% 180
2024
Q3 		$37.8K Sell
249
-1,000
-80% -$171K 0.01% 199
2024
Q2 		$227K Buy
1,249
+995
+392% +$177K 0.07% 75
2024
Q1 		$49K Buy
+254
New +$52.2K 0.02% 115
2023
Q4 		– Sell
-345
Closed -$66.1K – 334
2023
Q3 		$66.1K Buy
345
+98
+40% +$21.4K 0.04% 76
2023
Q2 		$56.1K Hold
247
– – 0.04% 63
2023
Q1 		$50.6K Buy
+247
New +$51.3K 0.03% 85
2022
Q3 		– Sell
-247
Closed -$34K – 448
2022
Q2 		$34K Buy
247
+123
+99% +$18.1K 0.02% 115
2022
Q1 		$24K Hold
124
– – 0.02% 149
2021
Q4 		$25K Sell
124
-40
-24% -$8.45K 0.02% 145
2021
Q3 		$36K Sell
164
-116
-41% -$25.9K 0.02% 126
2021
Q2 		$67K Buy
280
+33
+13% +$7.98K 0.05% 86
2021
Q1 		$63K Buy
+247
New +$54.9K 0.05% 88

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Activest Wealth Management's BA Position: Q3 2026 in Review

Activest Wealth Management reduced its Boeing (BA) stake by 12% in Q3 2026, selling an estimated $7.5K and leaving 266 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #274.

Activest Wealth Management first reported a position in BA in Q1 2021 and has held it in 20 quarters since. The position peaked at $227K in Q2 2024. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Activest Wealth Management held 266 shares of Boeing worth $49.5K as of Q3 2026.
  • Activest Wealth Management sold 35 Boeing shares in Q3 2026, an estimated $7.5K.
  • Boeing made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Activest Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Boeing position peaked at $227K in Q2 2024.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.