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Concurrent Investment Advisors’s Boeing BA Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-2,500
Closed -$455K – 1095
2024
Q2 		$455K Buy
2,500
+2,400
+2,400% +$428K 0.01% 615
2024
Q1 		$19.3K Buy
+100
New +$20.5K ﹤0.01% 896

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Concurrent Investment Advisors's BA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Boeing (BA) stake by 2.1% in Q2 2026, selling an estimated $312K and leaving 65,242 shares worth $14.1M. The position accounts for 0.12% of the portfolio, ranked #186.

Concurrent Investment Advisors first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Concurrent Investment Advisors held 65,242 shares of Boeing worth $14.1M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,404 Boeing shares in Q2 2026, an estimated $312K.
  • Boeing made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Concurrent Investment Advisors first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Boeing position peaked at $15.4M in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.