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CreativeOne Wealth’s Boeing BA Stock Holding History

CreativeOne 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 		$1.66M Sell
7,662
-72
-0.9% -$16K 0.04% 416
2026
Q1 		$1.54M Buy
7,734
+71
+0.9% +$16.2K 0.04% 430
2025
Q4 		$1.66M Sell
7,663
-343
-4% -$70.5K 0.04% 382
2025
Q3 		$1.73M Buy
8,006
+241
+3% +$54.3K 0.04% 373
2025
Q2 		$1.63M Buy
7,765
+1,675
+28% +$316K 0.04% 396
2025
Q1 		$1.04M Sell
6,090
-913
-13% -$158K 0.03% 472
2024
Q4 		$1.24M Buy
7,003
+1,092
+18% +$171K 0.04% 406
2024
Q3 		$899K Buy
5,911
+298
+5% +$51.1K 0.03% 462
2024
Q2 		$1.02M Buy
5,613
+263
+5% +$46.9K 0.05% 323
2024
Q1 		$1.03M Buy
5,350
+958
+22% +$197K 0.04% 371
2023
Q4 		$1.15M Sell
4,392
-1,503
-25% -$321K 0.07% 231
2023
Q3 		$1.13M Sell
5,895
-1,021
-15% -$223K 0.08% 222
2023
Q2 		$1.46M Sell
6,916
-224
-3% -$46.5K 0.07% 260
2023
Q1 		$1.52M Buy
7,140
+1,167
+20% +$242K 0.07% 240
2022
Q4 		$1.14M Sell
5,973
-173
-3% -$28.3K 0.06% 262
2022
Q3 		$745K Sell
6,146
-1,032
-14% -$158K 0.04% 320
2022
Q2 		$981K Buy
7,178
+222
+3% +$32.7K 0.05% 265
2022
Q1 		$1.33M Sell
6,956
-169
-2% -$33.9K 0.07% 226
2021
Q4 		$1.43M Buy
7,125
+936
+15% +$198K 0.07% 237
2021
Q3 		$1.36M Buy
6,189
+947
+18% +$211K 0.08% 218
2021
Q2 		$1.26M Sell
5,242
-1,943
-27% -$470K 0.08% 214
2021
Q1 		$1.83M Sell
7,185
-144
-2% -$32K 0.14% 132
2020
Q4 		$1.57M Buy
7,329
+4,259
+139% +$819K 0.13% 128
2020
Q3 		$507K Buy
3,070
+83
+3% +$14.1K 0.07% 167
2020
Q2 		$547K Buy
2,987
+950
+47% +$146K 0.09% 124
2020
Q1 		$304K Sell
2,037
-134
-6% -$36.7K 0.06% 150
2019
Q4 		$708K Buy
2,171
+42
+2% +$14.9K 0.12% 86
2019
Q3 		$810K Buy
2,129
+42
+2% +$15K 0.16% 71
2019
Q2 		$760K Buy
+2,087
New +$761K 0.16% 71

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's BA Position: Q2 2026 in Review

CreativeOne Wealth reduced its Boeing (BA) stake by 0.93% in Q2 2026, selling an estimated $16K and leaving 7,662 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #416.

CreativeOne Wealth first reported a position in BA in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.83M in Q1 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CreativeOne Wealth held 7,662 shares of Boeing worth $1.66M as of Q2 2026.
  • CreativeOne Wealth sold 72 Boeing shares in Q2 2026, an estimated $16K.
  • Boeing made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #416 holding.
  • CreativeOne Wealth first reported a position in Boeing in Q2 2019 and has held it in 29 quarters since.
  • CreativeOne Wealth's Boeing position peaked at $1.83M in Q1 2021.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.