Diversify Advisory Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.37M Buy
12,573
+154
+1% +$33K 0.04% 387
2026
Q2
$2.63M Buy
+12,419
New +$2.76M 0.04% 327
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

Diversify Advisory Services's BA Position: Q3 2026 in Review

Diversify Advisory Services increased its Boeing (BA) stake by 1.2% in Q3 2026, buying an estimated $33K and bringing the position to 12,573 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #387.

Diversify Advisory Services first reported a position in BA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.63M in Q2 2026. 557 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Diversify Advisory Services held 12,573 shares of Boeing worth $2.37M as of Q3 2026.
  • Diversify Advisory Services bought 154 Boeing shares in Q3 2026, an estimated $33K.
  • Boeing made up 0.04% of Diversify Advisory Services's portfolio in Q3 2026, its #387 holding.
  • Diversify Advisory Services first reported a position in Boeing in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Boeing position peaked at $2.63M in Q2 2026.
  • 557 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.