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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
2022
Q3 		– Sell
-52,268
Closed -$7.18M – 1753
2022
Q2 		$7.18M Buy
+52,268
New +$7.71M 0.13% 160

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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. 2,319 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.
  • 2,319 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.