AssuredPartners Investment Advisors’s Boeing BA Stock Holding History

AssuredPartners Investment Advisors’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	$1.87M	Sell	8,632 -267	-3%	-$59.4K	0.18%	133
2026 Q1	$1.89M	Buy	8,899 +1,330	+18%	+$303K	0.21%	121
2025 Q4	$1.64M	Buy	7,569 +577	+8%	+$119K	0.24%	101
2025 Q3	$1.51M	Buy	6,992 +75	+1%	+$16.9K	0.34%	55
2025 Q2	$1.45M	Sell	6,917 -8	-0.1%	-$1.51K	0.35%	52
2025 Q1	$1.18M	Buy	6,925 +53	+0.8%	+$9.17K	0.23%	109
2024 Q4	$1.22M	Buy	+6,872	New	+$1.08M	0.24%	101

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssuredPartners Investment Advisors's BA Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Boeing (BA) stake by 3% in Q2 2026, selling an estimated $59.4K and leaving 8,632 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #133.

AssuredPartners Investment Advisors first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

AssuredPartners Investment Advisors held 8,632 shares of Boeing worth $1.87M as of Q2 2026.
AssuredPartners Investment Advisors sold 267 Boeing shares in Q2 2026, an estimated $59.4K.
Boeing made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #133 holding.
AssuredPartners Investment Advisors first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Boeing position peaked at $1.89M in Q1 2026.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.