Crescent Grove Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$405K Sell
2,037
-1,349
-40% -$307K 0.04% 197
2025
Q4
$735K Buy
3,386
+339
+11% +$69.7K 0.07% 153
2025
Q3
$658K Buy
3,047
+1,086
+55% +$245K 0.06% 150
2025
Q2
$411K Sell
1,961
-316
-14% -$59.7K 0.04% 176
2025
Q1
$388K Buy
2,277
+4
+0.2% +$692 0.04% 177
2024
Q4
$402K Hold
2,273
0.04% 180
2024
Q3
$346K Sell
2,273
-97
-4% -$16.6K 0.04% 205
2024
Q2
$431K Sell
2,370
-4,374
-65% -$780K 0.05% 177
2024
Q1
$1.3M Buy
6,744
+1,077
+19% +$221K 0.14% 101
2023
Q4
$1.48M Sell
5,667
-1,015
-15% -$217K 0.16% 85
2023
Q3
$1.28M Buy
6,682
+1,154
+21% +$252K 0.16% 94
2023
Q2
$1.17M Sell
5,528
-64
-1% -$13.3K 0.13% 104
2023
Q1
$1.19M Sell
5,592
-326
-6% -$67.7K 0.14% 95
2022
Q4
$1.13M Sell
5,918
-3,051
-34% -$499K 0.12% 108
2022
Q3
$1.09M Buy
8,969
+106
+1% +$16.3K 0.13% 91
2022
Q2
$1.21M Buy
8,863
+42
+0.5% +$6.2K 0.13% 89
2022
Q1
$1.69M Buy
8,821
+576
+7% +$116K 0.17% 69
2021
Q4
$1.66M Buy
8,245
+1,020
+14% +$216K 0.16% 74
2021
Q3
$1.59M Sell
7,225
-1,152
-14% -$257K 0.17% 70
2021
Q2
$2.01M Buy
8,377
+877
+12% +$212K 0.21% 56
2021
Q1
$1.91M Sell
7,500
-131
-2% -$29.1K 0.22% 57
2020
Q4
$1.63M Sell
7,631
-1,263
-14% -$243K 0.21% 52
2020
Q3
$1.47M Buy
8,894
+1,330
+18% +$227K 0.29% 48
2020
Q2
$1.39M Sell
7,564
-5,195
-41% -$799K 0.29% 45
2020
Q1
$1.9M Buy
12,759
+21
+0.2% +$5.75K 0.42% 40
2019
Q4
$4.15M Sell
12,738
-104
-0.8% -$36.8K 0.72% 27
2019
Q3
$4.89M Buy
12,842
+8
+0.1% +$2.86K 0.94% 22
2019
Q2
$4.67M Buy
12,834
+9
+0.1% +$3.28K 0.88% 24
2019
Q1
$4.89M Buy
12,825
+6
+0% +$2.31K 1% 20
2018
Q4
$4.13M Buy
12,819
+2,435
+23% +$841K 0.88% 25
2018
Q3
$3.86M Buy
10,384
+1,120
+12% +$393K 0.83% 24
2018
Q2
$3.11M Buy
9,264
+800
+9% +$275K 0.77% 24
2018
Q1
$2.77M Buy
8,464
+1,800
+27% +$608K 0.68% 27
2017
Q4
$1.97M Buy
6,664
+1,000
+18% +$271K 0.49% 35
2017
Q3
$1.44M Hold
5,664
0.37% 42
2017
Q2
$1.12M Buy
+5,664
New +$1.05M 0.32% 45

Other funds holding BA

Crescent Grove Advisors's BA Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Boeing (BA) stake by 40% in Q1 2026, selling an estimated $307K and leaving 2,037 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #197.

Crescent Grove Advisors first reported a position in BA in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.89M in Q1 2019. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Crescent Grove Advisors held 2,037 shares of Boeing worth $405K as of Q1 2026.
  • Crescent Grove Advisors sold 1,349 Boeing shares in Q1 2026, an estimated $307K.
  • Boeing made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #197 holding.
  • Crescent Grove Advisors first reported a position in Boeing in Q2 2017 and has held it in 36 quarters since.
  • Crescent Grove Advisors's Boeing position peaked at $4.89M in Q1 2019.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.