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Elevation Wealth Partners’s Boeing BA Stock Holding History

Elevation Wealth Partners’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
Q3 		$224K Sell
1,202
-47
-4% -$10.1K 0.06% 135
2026
Q2 		$270K Buy
1,249
+879
+238% +$196K 0.08% 114
2026
Q1 		$73.7K Buy
370
+35
+10% +$7.97K 0.03% 194
2025
Q4 		$72.8K Buy
335
+41
+14% +$8.43K 0.03% 193
2025
Q3 		$63.5K Buy
294
+51
+21% +$11.5K 0.02% 218
2025
Q2 		$50.9K Hold
243
– – 0.02% 232
2025
Q1 		$41.5K Hold
243
– – 0.02% 252
2024
Q4 		$43K Hold
243
– – 0.02% 244
2024
Q3 		$37K Hold
243
– – 0.02% 250
2024
Q2 		$44.2K Hold
243
– – 0.02% 224
2024
Q1 		$46.9K Hold
243
– – 0.02% 225
2023
Q4 		$46.6K Hold
243
– – 0.03% 215
2023
Q3 		$46.6K Hold
243
– – 0.04% 156
2023
Q2 		$51.3K Hold
243
– – 0.04% 151
2023
Q1 		$51.6K Buy
+243
New +$50.5K 0.05% 149

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's BA Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Boeing (BA) stake by 3.8% in Q3 2026, selling an estimated $10.1K and leaving 1,202 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #135.

Elevation Wealth Partners first reported a position in BA in Q1 2023 and has held it in 15 quarters since. The position peaked at $270K in Q2 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Elevation Wealth Partners held 1,202 shares of Boeing worth $224K as of Q3 2026.
  • Elevation Wealth Partners sold 47 Boeing shares in Q3 2026, an estimated $10.1K.
  • Boeing made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #135 holding.
  • Elevation Wealth Partners first reported a position in Boeing in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Boeing position peaked at $270K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.