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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviso Financial's BA Position: Q4 2025 in Review

Aviso Financial sold out of Boeing (BA) in Q4 2025, closing a stake of 5,720 shares — an estimated $1.23M sold.

Aviso Financial first reported a position in BA in Q2 2024 and held it in 6 quarters. The position peaked at $1.23M in Q3 2025. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Aviso Financial reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
Aviso Financial sold 5,720 Boeing shares in Q4 2025, an estimated $1.23M.
Aviso Financial first reported a position in Boeing in Q2 2024 and held it in 6 quarters.
Aviso Financial's Boeing position peaked at $1.23M in Q3 2025.
2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Aviso Financial's 13F filing for Q4 2025, filed 13 Feb 2026.