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Coastwise Capital Group’s Boeing BA Stock Holding History

Coastwise Capital Group’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 		$1.59M Buy
7,334
+243
+3% +$54.1K 0.92% 25
2026
Q1 		$1.41M Sell
7,091
-373
-5% -$84.9K 0.78% 29
2025
Q4 		$1.62M Buy
7,464
+374
+5% +$76.9K 0.81% 26
2025
Q3 		$1.53M Buy
7,090
+26
+0.4% +$5.86K 1.08% 20
2025
Q2 		$1.48M Sell
7,064
-14
-0.2% -$2.64K 1.18% 19
2025
Q1 		$1.21M Buy
7,078
+500
+8% +$86.5K 1.02% 30
2024
Q4 		$1.16M Sell
6,578
-25
-0.4% -$3.92K 0.93% 29
2024
Q3 		$1M Buy
6,603
+685
+12% +$117K 0.83% 32
2024
Q2 		$1.08M Sell
5,918
-100
-2% -$17.8K 1.03% 27
2024
Q1 		$1.16M Sell
6,018
-25
-0.4% -$5.14K 1.08% 23
2023
Q4 		$1.58M Buy
6,043
+600
+11% +$128K 1.61% 11
2023
Q3 		$1.04M Buy
5,443
+446
+9% +$97.6K 1.2% 22
2023
Q2 		$1.06M Sell
4,997
-117
-2% -$24.3K 1.19% 22
2023
Q1 		$1.09M Sell
5,114
-1,310
-20% -$272K 1.24% 20
2022
Q4 		$1.22M Buy
6,424
+100
+2% +$16.4K 1.45% 14
2022
Q3 		$766K Sell
6,324
-302
-5% -$46.3K 1.21% 27
2022
Q2 		$906K Buy
6,626
+1,150
+21% +$170K 1.1% 25
2022
Q1 		$1.05M Buy
+5,476
New +$1.1M 1.3% 20

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

Coastwise Capital Group's BA Position: Q2 2026 in Review

Coastwise Capital Group increased its Boeing (BA) stake by 3.4% in Q2 2026, buying an estimated $54.1K and bringing the position to 7,334 shares worth $1.59M. The position accounts for 0.92% of the portfolio, ranked #25.

Coastwise Capital Group first reported a position in BA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2025. 530 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Coastwise Capital Group held 7,334 shares of Boeing worth $1.59M as of Q2 2026.
  • Coastwise Capital Group bought 243 Boeing shares in Q2 2026, an estimated $54.1K.
  • Boeing made up 0.92% of Coastwise Capital Group's portfolio in Q2 2026, its #25 holding.
  • Coastwise Capital Group first reported a position in Boeing in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Boeing position peaked at $1.62M in Q4 2025.
  • 530 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.