Beacon Pointe Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$30.4K 1202
2024
Q3
$30.4K Buy
+200
New +$34.3K ﹤0.01% 1208

Other funds holding BA

Beacon Pointe Advisors's BA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Boeing (BA) stake by 13% in Q2 2026, buying an estimated $2.93M and bringing the position to 114,008 shares worth $24.7M. The position accounts for 0.11% of the portfolio, ranked #178.

Beacon Pointe Advisors first reported a position in BA in Q4 2018 and has held it in 31 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Beacon Pointe Advisors held 114,008 shares of Boeing worth $24.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 13,162 Boeing shares in Q2 2026, an estimated $2.93M.
  • Boeing made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #178 holding.
  • Beacon Pointe Advisors first reported a position in Boeing in Q4 2018 and has held it in 31 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.