Corient Private Wealth’s Boeing BA Stock Holding History

Corient Private Wealth’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	$108M	Buy	500,349 +116,872	+30%	+$26M	0.15%	133
2026 Q1	$76.1M	Buy	383,477 +149,416	+64%	+$34M	0.11%	174
2025 Q4	$50.8M	Buy	234,061 +31,160	+15%	+$6.41M	0.07%	237
2025 Q3	$43.8M	Sell	202,901 -12,134	-6%	-$2.74M	0.07%	256
2025 Q2	$45.1M	Sell	215,035 -33,852	-14%	-$6.39M	0.06%	249
2025 Q1	$42.4M	Sell	248,887 -15,180	-6%	-$2.63M	0.07%	249
2024 Q4	$46.4M	Sell	264,067 -28,455	-10%	-$4.47M	0.08%	235
2024 Q3	$44.5M	Sell	292,522 -26,822	-8%	-$4.6M	0.07%	259
2024 Q2	$58.1M	Sell	319,344 -5,225	-2%	-$931K	0.1%	201
2024 Q1	$62.5M	Sell	324,569 -12,161	-4%	-$2.5M	0.11%	189
2023 Q4	$87.8M	Buy	336,730 +8,046	+2%	+$1.72M	0.16%	144
2023 Q3	$62.5M	Buy	328,684 +9,119	+3%	+$2M	0.14%	162
2023 Q2	$67.5M	Buy	319,565 +8,671	+3%	+$1.8M	0.16%	147
2023 Q1	$66.1M	Buy	310,894 +45,979	+17%	+$9.55M	0.18%	131
2022 Q4	$50.5M	Buy	+264,915	New	+$43.3M	0.18%	135

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

Corient Private Wealth's BA Position: Q2 2026 in Review

Corient Private Wealth increased its Boeing (BA) stake by 30% in Q2 2026, buying an estimated $26M and bringing the position to 500,349 shares worth $108M. The position accounts for 0.15% of the portfolio, ranked #133.

Corient Private Wealth first reported a position in BA in Q4 2022 and has held it in 15 quarters since. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Corient Private Wealth held 500,349 shares of Boeing worth $108M as of Q2 2026.
Corient Private Wealth bought 116,872 Boeing shares in Q2 2026, an estimated $26M.
Boeing made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #133 holding.
Corient Private Wealth first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.