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Adero Partners’s Boeing BA Stock Holding History

Adero Partners’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
2025
Q1 		$422K Buy
2,475
+76
+3% +$13.2K 0.03% 139
2024
Q4 		$425K Buy
2,399
+24
+1% +$3.77K 0.03% 137
2024
Q3 		$361K Buy
2,375
+41
+2% +$7.03K 0.02% 152
2024
Q2 		$425K Buy
2,334
+161
+7% +$28.7K 0.03% 130
2024
Q1 		$419K Sell
2,173
-411
-16% -$84.5K 0.03% 128
2023
Q4 		$673K Buy
2,584
+532
+26% +$114K 0.06% 92
2023
Q3 		$393K Buy
2,052
+11
+0.5% +$2.41K 0.04% 124
2023
Q2 		$431K Sell
2,041
-175
-8% -$36.4K 0.04% 110
2023
Q1 		$471K Buy
2,216
+179
+9% +$37.2K 0.05% 103
2022
Q4 		$388K Sell
2,037
-2,057
-50% -$336K 0.05% 111
2022
Q3 		$582K Buy
4,094
+1,841
+82% +$282K 0.07% 83
2022
Q2 		$324K Buy
2,253
+16
+0.7% +$2.36K 0.05% 112
2022
Q1 		$428K Buy
2,237
+2
+0.1% +$401 0.06% 99
2021
Q4 		$450K Sell
2,235
-3
-0.1% -$634 0.07% 106
2021
Q3 		$492K Sell
2,238
-50
-2% -$11.2K 0.09% 88
2021
Q2 		$548K Buy
2,288
+113
+5% +$27.3K 0.13% 74
2021
Q1 		$554K Buy
+2,175
New +$483K 0.25% 61
2020
Q4 		– Sell
-2,071
Closed -$342K – 83
2020
Q3 		$342K Sell
2,071
-9
-0.4% -$1.53K 0.27% 61
2020
Q2 		$381K Buy
+2,080
New +$320K 0.4% 43

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Adero Partners's BA Position: Q1 2025 in Review

Adero Partners increased its Boeing (BA) stake by 3.2% in Q1 2025, buying an estimated $13.2K and bringing the position to 2,475 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #139.

Adero Partners first reported a position in BA in Q2 2020 and has held it in 19 quarters since. The position peaked at $673K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Adero Partners held 2,475 shares of Boeing worth $422K as of Q1 2025.
  • Adero Partners bought 76 Boeing shares in Q1 2025, an estimated $13.2K.
  • Boeing made up 0.03% of Adero Partners's portfolio in Q1 2025, its #139 holding.
  • Adero Partners first reported a position in Boeing in Q2 2020 and has held it in 19 quarters since.
  • Adero Partners's Boeing position peaked at $673K in Q4 2023.
  • 2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.