AdviceOne Advisory Services
BA icon

AdviceOne Advisory Services’s Boeing BA Stock Holding History

AdviceOne Advisory Services’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 		– Sell
-949
Closed -$205K – 43
2026
Q2 		$205K Buy
+949
New +$211K 0.12% 45

Other funds holding BA

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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AdviceOne Advisory Services's BA Position: Q3 2026 in Review

AdviceOne Advisory Services sold out of Boeing (BA) in Q3 2026, closing a stake of 949 shares — an estimated $205K sold.

AdviceOne Advisory Services first reported a position in BA in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • AdviceOne Advisory Services reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • AdviceOne Advisory Services sold 949 Boeing shares in Q3 2026, an estimated $205K.
  • AdviceOne Advisory Services first reported a position in Boeing in Q2 2026 and held it in 1 quarter.
  • AdviceOne Advisory Services's Boeing position peaked at $205K in Q2 2026.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.