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Avantra Family Wealth’s Boeing BA Stock Holding History

Avantra Family Wealth’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 		– Sell
-1,652
Closed -$329K – 168
2026
Q1 		$329K Buy
+1,652
New +$376K 0.24% 119

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Avantra Family Wealth's BA Position: Q2 2026 in Review

Avantra Family Wealth sold out of Boeing (BA) in Q2 2026, closing a stake of 1,652 shares — an estimated $329K sold.

Avantra Family Wealth first reported a position in BA in Q1 2026 and held it in 1 quarter. The position peaked at $329K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Avantra Family Wealth reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,652 Boeing shares in Q2 2026, an estimated $329K.
  • Avantra Family Wealth first reported a position in Boeing in Q1 2026 and held it in 1 quarter.
  • Avantra Family Wealth's Boeing position peaked at $329K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.