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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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 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

Elevation Wealth Partners's BA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Boeing (BA) stake by 238% in Q2 2026, buying an estimated $196K and bringing the position to 1,249 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #114.

Elevation Wealth Partners first reported a position in BA in Q1 2023 and has held it in 14 quarters since. 1,099 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Elevation Wealth Partners held 1,249 shares of Boeing worth $270K as of Q2 2026.
Elevation Wealth Partners bought 879 Boeing shares in Q2 2026, an estimated $196K.
Boeing made up 0.08% of Elevation Wealth Partners's portfolio in Q2 2026, its #114 holding.
Elevation Wealth Partners first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
1,099 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.