Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Boeing BA Stock Holding History

Blue Zone Wealth 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
Q3 		$4.39M Sell
23,595
-640
-3% -$137K 0.69% 42
2026
Q2 		$5.25M Sell
24,235
-1,096
-4% -$244K 0.92% 37
2026
Q1 		$5.04M Sell
25,331
-315
-1% -$71.7K 1.03% 38
2025
Q4 		$5.57M Buy
25,646
+232
+0.9% +$47.7K 1.06% 38
2025
Q3 		$5.49M Buy
25,414
+265
+1% +$59.8K 1.1% 40
2025
Q2 		$5.27M Buy
25,149
+1,093
+5% +$206K 1.32% 37
2025
Q1 		$4.1M Buy
24,056
+2,492
+12% +$431K 1.14% 44
2024
Q4 		$3.82M Buy
21,564
+169
+0.8% +$26.5K 1.1% 46
2024
Q3 		$3.25M Buy
21,395
+552
+3% +$94.7K 1.01% 46
2024
Q2 		$3.79M Sell
20,843
-229
-1% -$40.8K 1.31% 35
2024
Q1 		$4.07M Buy
21,072
+2,653
+14% +$545K 1.4% 35
2023
Q4 		$4.8M Buy
18,419
+172
+0.9% +$36.8K 1.92% 20
2023
Q3 		$3.5M Buy
18,247
+86
+0.5% +$18.8K 1.53% 28
2023
Q2 		$3.83M Buy
18,161
+1,833
+11% +$381K 1.77% 22
2023
Q1 		$3.47M Sell
16,328
-30
-0.2% -$6.23K 1.85% 19
2022
Q4 		$3.12M Buy
16,358
+292
+2% +$47.8K 1.66% 23
2022
Q3 		$1.94M Buy
16,066
+457
+3% +$70.1K 1.01% 38
2022
Q2 		$2.13M Sell
15,609
-112
-0.7% -$16.5K 0.97% 43
2022
Q1 		$3.01M Buy
15,721
+2,298
+17% +$461K 1.12% 34
2021
Q4 		$2.7M Buy
13,423
+281
+2% +$59.4K 0.89% 44
2021
Q3 		$2.89M Buy
13,142
+1,560
+13% +$348K 1% 37
2021
Q2 		$2.78M Buy
11,582
+1,146
+11% +$277K 1.04% 36
2021
Q1 		$2.66M Sell
10,436
-18
-0.2% -$4K 1.13% 31
2020
Q4 		$2.24M Buy
+10,454
New +$2.01M 1.08% 33

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Blue Zone Wealth Advisors's BA Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Boeing (BA) stake by 2.6% in Q3 2026, selling an estimated $137K and leaving 23,595 shares worth $4.39M. The position accounts for 0.69% of the portfolio, ranked #42.

Blue Zone Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.57M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Blue Zone Wealth Advisors held 23,595 shares of Boeing worth $4.39M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 640 Boeing shares in Q3 2026, an estimated $137K.
  • Boeing made up 0.69% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Blue Zone Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Blue Zone Wealth Advisors's Boeing position peaked at $5.57M in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.