AWE
BA icon

Avidian Wealth Enterprises’s Boeing BA Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-100
Closed -$20K – 497
2021
Q4 		$20K Buy
+100
New +$21.1K ﹤0.01% 529
2020
Q3 		– Sell
-100
Closed -$3K – 282
2020
Q2 		$3K Buy
+100
New +$15.4K ﹤0.01% 252

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

Avidian Wealth Enterprises's BA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $268K and bringing the position to 7,644 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #245.

Avidian Wealth Enterprises first reported a position in BA in Q3 2017 and has held it in 36 quarters since. The position peaked at $12.6M in Q1 2020. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Avidian Wealth Enterprises held 7,644 shares of Boeing worth $1.65M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,203 Boeing shares in Q2 2026, an estimated $268K.
  • Boeing made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #245 holding.
  • Avidian Wealth Enterprises first reported a position in Boeing in Q3 2017 and has held it in 36 quarters since.
  • Avidian Wealth Enterprises's Boeing position peaked at $12.6M in Q1 2020.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.