AAS
BA icon

Avantax Advisory Services’s Boeing BA Stock Holding History

Avantax 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
2025
Q2 		$9.9M Buy
47,234
+932
+2% +$176K 0.05% 272
2025
Q1 		$7.9M Buy
46,302
+4,757
+11% +$823K 0.05% 301
2024
Q4 		$7.35M Buy
41,545
+2,145
+5% +$337K 0.05% 298
2024
Q3 		$5.99M Buy
39,400
+4,903
+14% +$841K 0.04% 341
2024
Q2 		$6.28M Sell
34,497
-60
-0.2% -$10.7K 0.04% 311
2024
Q1 		$6.67M Sell
34,557
-3,813
-10% -$784K 0.06% 245
2023
Q4 		$10M Buy
38,370
+1,629
+4% +$348K 0.1% 166
2023
Q3 		$7.04M Buy
36,741
+1,608
+5% +$352K 0.08% 197
2023
Q2 		$7.42M Sell
35,133
-3,330
-9% -$692K 0.08% 179
2023
Q1 		$8.17M Sell
38,463
-152
-0.4% -$31.6K 0.1% 163
2022
Q4 		$7.36M Sell
38,615
-1,826
-5% -$299K 0.1% 167
2022
Q3 		$4.9M Sell
40,441
-45
-0.1% -$6.9K 0.08% 202
2022
Q2 		$5.54M Buy
40,486
+7,849
+24% +$1.16M 0.08% 179
2022
Q1 		$6.25M Buy
32,637
+4,627
+17% +$929K 0.09% 168
2021
Q4 		$5.64M Sell
28,010
-632
-2% -$134K 0.09% 176
2021
Q3 		$6.29M Sell
28,642
-4,529
-14% -$1.01M 0.11% 149
2021
Q2 		$7.94M Sell
33,171
-1,412
-4% -$341K 0.14% 112
2021
Q1 		$8.81M Buy
34,583
+11,168
+48% +$2.48M 0.19% 93
2020
Q4 		$5.01M Sell
23,415
-31,631
-57% -$6.08M 0.12% 133
2020
Q3 		$9.1M Buy
55,046
+34,233
+164% +$5.83M 0.15% 118
2020
Q2 		$3.82M Sell
20,813
-2,935
-12% -$451K 0.11% 138
2020
Q1 		$3.54M Sell
23,748
-2,508
-10% -$687K 0.11% 133
2019
Q4 		$8.56M Buy
26,256
+2,521
+11% +$892K 0.2% 73
2019
Q3 		$9.04M Buy
23,735
+1,150
+5% +$411K 0.37% 39
2019
Q2 		$8.22M Buy
22,585
+350
+2% +$128K 0.36% 38
2019
Q1 		$8.48M Buy
22,235
+3,658
+20% +$1.41M 0.45% 23
2018
Q4 		$6M Buy
+18,577
New +$6.42M 1.01% 21

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

Avantax Advisory Services's BA Position: Q2 2025 in Review

Avantax Advisory Services increased its Boeing (BA) stake by 2% in Q2 2025, buying an estimated $176K and bringing the position to 47,234 shares worth $9.9M. The position accounts for 0.05% of the portfolio, ranked #272.

Avantax Advisory Services first reported a position in BA in Q4 2018 and has held it in 27 quarters since. The position peaked at $10M in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Avantax Advisory Services held 47,234 shares of Boeing worth $9.9M as of Q2 2025.
  • Avantax Advisory Services bought 932 Boeing shares in Q2 2025, an estimated $176K.
  • Boeing made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #272 holding.
  • Avantax Advisory Services first reported a position in Boeing in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Boeing position peaked at $10M in Q4 2023.
  • 2,319 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.