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 Q2	$205K	Buy	+949	New	+$211K	0.12%	45

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AdviceOne Advisory Services's BA Position: Q2 2026 in Review

AdviceOne Advisory Services opened a new position in Boeing (BA) in Q2 2026: 949 shares worth $205K. The stake represents 0.12% of the portfolio and ranks #45 among its holdings.

846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

AdviceOne Advisory Services held 949 shares of Boeing worth $205K as of Q2 2026.
Boeing was a new AdviceOne Advisory Services position in Q2 2026.
Boeing made up 0.12% of AdviceOne Advisory Services's portfolio in Q2 2026, its #45 holding.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.