Bell Investment Advisors’s Boeing BA Stock Holding History

Bell Investment Advisors’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 Q1	$22.7K	Hold	114	–	–	﹤0.01%	424
2025 Q4	$24.8K	Sell	114 -43	-27%	-$8.84K	﹤0.01%	390
2025 Q3	$33.9K	Buy	157 +4	+3%	+$902	0.01%	302
2025 Q2	$32.1K	Sell	153 -4	-3%	-$756	0.01%	312
2025 Q1	$26.8K	Sell	157 -36	-19%	-$6.23K	﹤0.01%	321
2024 Q4	$34.2K	Sell	193 -3	-2%	-$471	0.01%	276
2024 Q3	$29.8K	Buy	196 +8	+4%	+$1.37K	0.01%	310
2024 Q2	$34.2K	Sell	188 -20	-10%	-$3.56K	0.01%	275
2024 Q1	$40.1K	Sell	208 -2	-1%	-$411	0.01%	242
2023 Q4	$54.7K	Buy	210 +31	+17%	+$6.63K	0.01%	183
2023 Q3	$34.3K	Sell	179 -18	-9%	-$3.94K	0.01%	219
2023 Q2	$41.6K	Hold	197	–	–	0.01%	191
2023 Q1	$41.8K	Buy	197 +6	+3%	+$1.25K	0.01%	187
2022 Q4	$36.4K	Buy	191 +14	+8%	+$2.29K	0.01%	208
2022 Q3	$21K	Sell	177 -45	-20%	-$6.9K	0.01%	250
2022 Q2	$30K	Buy	+222	New	+$32.7K	0.01%	193
2021 Q4	$25K	Buy	122 +39	+47%	+$8.24K	0.01%	262
2021 Q3	$18K	Buy	+83	New	+$18.5K	0.01%	303

Other funds holding BA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Newport Trust Company

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

Capital World Investors

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

Geode Capital Management

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

Loomis, Sayles & Company

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

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