DAS
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Diversify Advisory Services’s Boeing BA Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-5,884
Closed -$1.46M – 263
2025
Q4 		$1.46M Buy
5,884
+537
+10% +$110K 0.05% 282
2025
Q3 		$1.09M Sell
5,347
-467
-8% -$105K 0.04% 344
2025
Q2 		$1.35M Buy
5,814
+681
+13% +$129K 0.05% 259
2025
Q1 		$934K Sell
5,133
-1,282
-20% -$222K 0.06% 227
2024
Q4 		$1.1M Hold
6,415
– – 0.06% 216
2024
Q3 		$1.03M Buy
6,415
+110
+2% +$18.9K 0.06% 253
2024
Q2 		$1.16M Buy
6,305
+2,874
+84% +$512K 0.06% 219
2024
Q1 		$650K Buy
+3,431
New +$705K 0.04% 355

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return