Cascade Financial Partners’s Boeing BA Stock Holding History

Cascade Financial Partners’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	$356K	Buy	1,644 +108	+7%	+$24K	0.03%	208
2026 Q1	$306K	Buy	1,536 +5	+0.3%	+$1.14K	0.03%	208
2025 Q4	$332K	Sell	1,531 -420	-22%	-$86.4K	0.03%	194
2025 Q3	$421K	Sell	1,951 -25	-1%	-$5.64K	0.05%	177
2025 Q2	$414K	Sell	1,976 -90	-4%	-$17K	0.05%	174
2025 Q1	$352K	Hold	2,066	–	–	0.04%	187
2024 Q4	$366K	Sell	2,066 -11	-0.5%	-$1.73K	0.05%	172
2024 Q3	$332K	Sell	2,077 -275	-12%	-$47.2K	0.04%	176
2024 Q2	$428K	Hold	2,352	–	–	0.06%	150
2024 Q1	$399K	Buy	+2,352	New	+$483K	0.06%	147

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Financial Partners's BA Position: Q2 2026 in Review

Cascade Financial Partners increased its Boeing (BA) stake by 7% in Q2 2026, buying an estimated $24K and bringing the position to 1,644 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #208.

Cascade Financial Partners first reported a position in BA in Q1 2024 and has held it in 10 quarters since. The position peaked at $428K in Q2 2024. 2,631 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Cascade Financial Partners held 1,644 shares of Boeing worth $356K as of Q2 2026.
Cascade Financial Partners bought 108 Boeing shares in Q2 2026, an estimated $24K.
Boeing made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #208 holding.
Cascade Financial Partners first reported a position in Boeing in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Boeing position peaked at $428K in Q2 2024.
2,631 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.