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Bordeaux Wealth Advisors’s Boeing BA Stock Holding History

Bordeaux 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
2025
Q2 		$21.5M Sell
102,407
-8,990
-8% -$1.7M 2.75% 6
2025
Q1 		$19M Buy
111,397
+18,329
+20% +$3.17M 3.52% 6
2024
Q4 		$16.5M Sell
93,068
-7,305
-7% -$1.15M 2.65% 7
2024
Q3 		$15.3M Sell
100,373
-2,725
-3% -$467K 2.76% 8
2024
Q2 		$18.8M Buy
103,098
+101,028
+4,881% +$18M 3.58% 6
2024
Q1 		$400K Buy
2,070
+116
+6% +$23.8K 0.13% 69
2023
Q4 		$509K Buy
1,954
+4
+0.2% +$855 0.17% 59
2023
Q3 		$374K Sell
1,950
-58
-3% -$12.7K 0.15% 66
2023
Q2 		$424K Buy
2,008
+26
+1% +$5.4K 0.17% 67
2023
Q1 		$421K Sell
1,982
-153
-7% -$31.8K 0.22% 66
2022
Q4 		$407K Sell
2,135
-200
-9% -$32.7K 0.22% 60
2022
Q3 		$283K Sell
2,335
-125
-5% -$19.2K 0.18% 71
2022
Q2 		$336K Sell
2,460
-1,077
-30% -$159K 0.23% 64
2022
Q1 		$677K Buy
3,537
+620
+21% +$124K 0.37% 47
2021
Q4 		$587K Sell
2,917
-17
-0.6% -$3.59K 0.27% 56
2021
Q3 		$645K Buy
2,934
+10
+0.3% +$2.23K 0.37% 45
2021
Q2 		$700K Buy
2,924
+1,060
+57% +$256K 0.4% 44
2021
Q1 		$475K Sell
1,864
-379
-17% -$84.2K 0.33% 46
2020
Q4 		$480K Buy
+2,243
New +$431K 0.36% 45

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bordeaux Wealth Advisors's BA Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Boeing (BA) stake by 8.1% in Q2 2025, selling an estimated $1.7M and leaving 102,407 shares worth $21.5M. The position accounts for 2.75% of the portfolio, ranked #6.

Bordeaux Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 19 quarters since. 2,320 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Bordeaux Wealth Advisors held 102,407 shares of Boeing worth $21.5M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 8,990 Boeing shares in Q2 2025, an estimated $1.7M.
  • Boeing made up 2.75% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #6 holding.
  • Bordeaux Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 19 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.