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Diversified Trust’s Boeing BA Stock Holding History

Diversified Trust’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 		$1.41M Sell
6,513
-5,268
-45% -$1.17M 0.02% 378
2026
Q1 		$2.34M Buy
11,781
+5,007
+74% +$1.14M 0.04% 223
2025
Q4 		$1.47M Buy
6,774
+3,504
+107% +$721K 0.03% 332
2025
Q3 		$706K Buy
3,270
+438
+15% +$98.8K 0.01% 510
2025
Q2 		$593K Buy
2,832
+173
+7% +$32.7K 0.01% 547
2025
Q1 		$453K Sell
2,659
-2,438
-48% -$422K 0.01% 607
2024
Q4 		$902K Buy
5,097
+2,659
+109% +$417K 0.02% 395
2024
Q3 		$371K Sell
2,438
-234
-9% -$40.1K 0.01% 682
2024
Q2 		$486K Buy
2,672
+572
+27% +$102K 0.01% 549
2024
Q1 		$405K Sell
2,100
-3,076
-59% -$632K 0.01% 568
2023
Q4 		$1.35M Sell
5,176
-1,693
-25% -$362K 0.05% 226
2023
Q3 		$1.32M Buy
6,869
+340
+5% +$74.4K 0.05% 208
2023
Q2 		$1.38M Buy
6,529
+537
+9% +$112K 0.05% 199
2023
Q1 		$1.27M Buy
5,992
+1,887
+46% +$392K 0.05% 209
2022
Q4 		$782K Sell
4,105
-548
-12% -$89.6K 0.03% 301
2022
Q3 		$563K Sell
4,653
-42
-0.9% -$6.44K 0.03% 348
2022
Q2 		$642K Sell
4,695
-1,353
-22% -$200K 0.03% 325
2022
Q1 		$1.16M Buy
6,048
+407
+7% +$81.7K 0.04% 228
2021
Q4 		$1.14M Sell
5,641
-656
-10% -$139K 0.04% 231
2021
Q3 		$1.39M Buy
6,297
+1,494
+31% +$333K 0.05% 184
2021
Q2 		$1.15M Sell
4,803
-131
-3% -$31.7K 0.04% 212
2021
Q1 		$1.26M Sell
4,934
-830
-14% -$184K 0.05% 183
2020
Q4 		$1.23M Sell
5,764
-339
-6% -$65.2K 0.05% 174
2020
Q3 		$1.01M Buy
6,103
+1,640
+37% +$280K 0.05% 182
2020
Q2 		$818K Buy
4,463
+737
+20% +$113K 0.04% 182
2020
Q1 		$556K Sell
3,726
-506
-12% -$139K 0.03% 194
2019
Q4 		$1.38M Buy
4,232
+2,603
+160% +$921K 0.06% 117
2019
Q3 		$620K Sell
1,629
-23
-1% -$8.22K 0.03% 167
2019
Q2 		$601K Buy
1,652
+38
+2% +$13.9K 0.03% 176
2019
Q1 		$616K Buy
1,614
+70
+5% +$26.9K 0.03% 169
2018
Q4 		$498K Buy
1,544
+3
+0.2% +$1.04K 0.03% 178
2018
Q3 		$573K Buy
1,541
+1
+0.1% +$351 0.03% 160
2018
Q2 		$517K Hold
1,540
– – 0.03% 156
2018
Q1 		$505K Sell
1,540
-363
-19% -$123K 0.03% 152
2017
Q4 		$561K Buy
1,903
+250
+15% +$67.7K 0.03% 149
2017
Q3 		$420K Buy
1,653
+23
+1% +$5.36K 0.03% 173
2017
Q2 		$322K Buy
1,630
+1
+0.1% +$186 0.03% 210
2017
Q1 		$288K Sell
1,629
-339
-17% -$57.7K 0.02% 205
2016
Q4 		$307K Buy
1,968
+234
+13% +$34.2K 0.03% 181
2016
Q3 		$228K Sell
1,734
-20,903
-92% -$2.75M 0.03% 245
2016
Q2 		$2.94M Sell
22,637
-2,349
-9% -$306K 0.34% 53
2016
Q1 		$3.17M Buy
24,986
+2,818
+13% +$350K 0.35% 56
2015
Q4 		$3.21M Buy
22,168
+34
+0.2% +$4.9K 0.34% 59
2015
Q3 		$2.9M Buy
22,134
+113
+0.5% +$15.7K 0.31% 70
2015
Q2 		$3.06M Buy
22,021
+7,626
+53% +$1.11M 0.29% 70
2015
Q1 		$2.16M Buy
14,395
+1,975
+16% +$288K 0.19% 125
2014
Q4 		$1.61M Buy
+12,420
New +$1.57M 0.15% 163
2013
Q4 		$231K Buy
+1,695
New +$220K 0.02% 430

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Diversified Trust's BA Position: Q2 2026 in Review

Diversified Trust reduced its Boeing (BA) stake by 45% in Q2 2026, selling an estimated $1.17M and leaving 6,513 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #378.

Diversified Trust first reported a position in BA in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.21M in Q4 2015. 670 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Diversified Trust held 6,513 shares of Boeing worth $1.41M as of Q2 2026.
  • Diversified Trust sold 5,268 Boeing shares in Q2 2026, an estimated $1.17M.
  • Boeing made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #378 holding.
  • Diversified Trust first reported a position in Boeing in Q4 2013 and has held it in 48 quarters since.
  • Diversified Trust's Boeing position peaked at $3.21M in Q4 2015.
  • 670 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.