Avestar Capital’s Boeing BA Stock Holding History

Avestar Capital’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
2023 Q1	–	Sell	-300	Closed	-$57.1K	–	322
2022 Q4	$57.1K	Hold	300	–	–	0.01%	294
2022 Q3	$36K	Hold	300	–	–	0.01%	271
2022 Q2	$41K	Sell	300 -13,100	-98%	-$1.93M	0.01%	281
2022 Q1	$2.57M	Sell	13,400 -5,600	-29%	-$1.12M	0.41%	46
2021 Q4	$3.83M	Buy	+19,000	New	+$4.01M	0.47%	51
2021 Q3	–	Sell	-20,500	Closed	-$4.91M	–	448
2021 Q2	$4.91M	Buy	+20,500	New	+$4.96M	0.66%	39

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 $3.37T AUM 44.26% 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

Avestar Capital's BA Position: Q2 2026 in Review

Avestar Capital reduced its Boeing (BA) stake by 0.26% in Q2 2026, selling an estimated $2.67K and leaving 4,538 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #249.

Avestar Capital first reported a position in BA in Q4 2017 and has held it in 32 quarters since. The position peaked at $1M in Q2 2021. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Avestar Capital held 4,538 shares of Boeing worth $982K as of Q2 2026.
Avestar Capital sold 12 Boeing shares in Q2 2026, an estimated $2.67K.
Boeing made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #249 holding.
Avestar Capital first reported a position in Boeing in Q4 2017 and has held it in 32 quarters since.
Avestar Capital's Boeing position peaked at $1M in Q2 2021.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.