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Atria Wealth Solutions’s Boeing BA Stock Holding History

Atria Wealth Solutions’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
Q2 		$3.56M Sell
16,941
-31,695
-65% -$5.99M 0.08% 272
2025
Q1 		$8.29M Sell
48,636
-1,649
-3% -$285K 0.1% 217
2024
Q4 		$8.9M Sell
50,285
-9,432
-16% -$1.48M 0.1% 210
2024
Q3 		$9.08M Sell
59,717
-8,732
-13% -$1.5M 0.1% 208
2024
Q2 		$12.5M Sell
68,449
-13,092
-16% -$2.33M 0.14% 156
2024
Q1 		$15.7M Sell
81,541
-3,337
-4% -$686K 0.18% 124
2023
Q4 		$22.1M Sell
84,878
-6,723
-7% -$1.44M 0.28% 75
2023
Q3 		$17.6M Sell
91,601
-1,201
-1% -$263K 0.25% 90
2023
Q2 		$19.6M Buy
92,802
+3,353
+4% +$696K 0.27% 79
2023
Q1 		$19M Sell
89,449
-2,383
-3% -$495K 0.28% 79
2022
Q4 		$17.5M Buy
91,832
+1,115
+1% +$182K 0.28% 84
2022
Q3 		$11M Buy
90,717
+16,526
+22% +$2.53M 0.19% 115
2022
Q2 		$6.87M Buy
74,191
+244
+0.3% +$36K 0.13% 174
2022
Q1 		$14.2M Buy
+73,947
New +$14.8M 0.24% 88

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Atria Wealth Solutions's BA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Boeing (BA) stake by 65% in Q2 2025, selling an estimated $5.99M and leaving 16,941 shares worth $3.56M. The position accounts for 0.08% of the portfolio, ranked #272.

Atria Wealth Solutions first reported a position in BA in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.1M in Q4 2023. 2,321 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Atria Wealth Solutions held 16,941 shares of Boeing worth $3.56M as of Q2 2025.
  • Atria Wealth Solutions sold 31,695 Boeing shares in Q2 2025, an estimated $5.99M.
  • Boeing made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #272 holding.
  • Atria Wealth Solutions first reported a position in Boeing in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Boeing position peaked at $22.1M in Q4 2023.
  • 2,321 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.