Aviso Financial’s Boeing BA Stock Holding History

Aviso Financial’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 Q3	$158K	Buy	850 +203	+31%	+$43.5K	0.01%	217
2026 Q2	$140K	Buy	+647	New	+$144K	﹤0.01%	212
2025 Q4	–	Sell	-5,720	Closed	-$1.23M	–	348
2025 Q3	$1.23M	Buy	5,720 +40	+0.7%	+$9.02K	0.05%	147
2025 Q2	$1.19M	Sell	5,680 -250	-4%	-$47.2K	0.05%	140
2025 Q1	$1.01M	Buy	5,930 +80	+1%	+$13.8K	0.05%	147
2024 Q4	$1.04M	Buy	5,850 +5,748	+5,635%	+$902K	0.05%	147
2024 Q3	$15.5K	Buy	102 +42	+70%	+$7.2K	﹤0.01%	298
2024 Q2	$10.9K	Buy	+60	New	+$10.7K	﹤0.01%	286

Other funds holding BA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aviso Financial's BA Position: Q3 2026 in Review

Aviso Financial increased its Boeing (BA) stake by 31% in Q3 2026, buying an estimated $43.5K and bringing the position to 850 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #217.

Aviso Financial first reported a position in BA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2025. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Aviso Financial held 850 shares of Boeing worth $158K as of Q3 2026.
Aviso Financial bought 203 Boeing shares in Q3 2026, an estimated $43.5K.
Boeing made up 0.01% of Aviso Financial's portfolio in Q3 2026, its #217 holding.
Aviso Financial first reported a position in Boeing in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Boeing position peaked at $1.23M in Q3 2025.
2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.