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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
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 		$1.95M 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 		$2.77M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Blue Zone Wealth Advisors's BA Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Boeing (BA) stake by 4.3% in Q2 2026, selling an estimated $244K and leaving 24,235 shares worth $5.25M. The position accounts for 0.92% of the portfolio, ranked #37.

Blue Zone Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.57M in Q4 2025. 452 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Blue Zone Wealth Advisors held 24,235 shares of Boeing worth $5.25M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 1,096 Boeing shares in Q2 2026, an estimated $244K.
  • Boeing made up 0.92% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Blue Zone Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Blue Zone Wealth Advisors's Boeing position peaked at $5.57M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.