Arista Wealth Management’s Boeing BA Stock Holding History

Arista 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 Q2	$267K	Buy	+1,232	New	+$274K	0.03%	235
2026 Q1	–	Sell	-992	Closed	-$215K	–	261
2025 Q4	$215K	Sell	992 -87	-8%	-$17.9K	0.03%	240
2025 Q3	$233K	Hold	1,079	–	–	0.03%	235
2025 Q2	$226K	Buy	+1,079	New	+$204K	0.03%	213
2024 Q1	–	Sell	-992	Closed	-$259K	–	37
2023 Q4	$259K	Buy	+992	New	+$212K	0.09%	46
2023 Q3	–	Sell	-949	Closed	-$200K	–	52
2023 Q2	$200K	Sell	949 -3	-0.3%	-$623	0.08%	59
2023 Q1	$202K	Buy	+952	New	+$198K	0.11%	59

Other funds holding BA

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return