Encompass Wealth Advisors
BA icon

Encompass Wealth Advisors’s Boeing BA Stock Holding History

Encompass Wealth Advisors’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 		$779K Buy
4,184
+2,569
+159% +$551K 0.12% 78
2026
Q2 		$350K Hold
1,615
– – 0.11% 81
2026
Q1 		$322K Sell
1,615
-2,000
-55% -$455K 0.11% 77
2025
Q4 		$785K Sell
3,615
-1,430
-28% -$294K 0.27% 45
2025
Q3 		$1.09M Buy
5,045
+47
+0.9% +$10.6K 0.37% 41
2025
Q2 		$1.05M Buy
4,998
+3
+0.1% +$567 0.38% 39
2025
Q1 		$852K Buy
4,995
+527
+12% +$91.2K 0.35% 42
2024
Q4 		$791K Sell
4,468
-3,878
-46% -$609K 0.32% 45
2024
Q3 		$1.27M Sell
8,346
-140
-2% -$24K 0.32% 64
2024
Q2 		$1.54M Sell
8,486
-205
-2% -$36.5K 0.41% 51
2024
Q1 		$1.68M Buy
8,691
+434
+5% +$89.2K 0.45% 46
2023
Q4 		$2.15M Buy
8,257
+1,054
+15% +$225K 0.65% 30
2023
Q3 		$1.38M Buy
7,203
+478
+7% +$105K 0.46% 44
2023
Q2 		$1.42M Sell
6,725
-57
-0.8% -$11.8K 0.46% 43
2023
Q1 		$1.44M Sell
6,782
-225
-3% -$46.7K 0.49% 43
2022
Q4 		$1.33M Hold
7,007
– – 0.49% 43
2022
Q3 		$848K Sell
7,007
-400
-5% -$61.4K 0.32% 59
2022
Q2 		$1.01M Buy
7,407
+50
+0.7% +$7.38K 0.36% 55
2022
Q1 		$1.41M Hold
7,357
– – 0.36% 50
2021
Q4 		$1.48M Sell
7,357
-25
-0.3% -$5.28K 0.36% 51
2021
Q3 		$1.62M Sell
7,382
-975
-12% -$217K 0.42% 45
2021
Q2 		$2M Buy
8,357
+860
+11% +$208K 0.49% 43
2021
Q1 		$1.78M Buy
7,497
+140
+2% +$31.1K 0.45% 48
2020
Q4 		$1.58M Buy
+7,357
New +$1.41M 0.91% 25

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Encompass Wealth Advisors's BA Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Boeing (BA) stake by 159% in Q3 2026, buying an estimated $551K and bringing the position to 4,184 shares worth $779K. The position accounts for 0.12% of the portfolio, ranked #78.

Encompass Wealth Advisors first reported a position in BA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q4 2023. 649 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Encompass Wealth Advisors held 4,184 shares of Boeing worth $779K as of Q3 2026.
  • Encompass Wealth Advisors bought 2,569 Boeing shares in Q3 2026, an estimated $551K.
  • Boeing made up 0.12% of Encompass Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Encompass Wealth Advisors first reported a position in Boeing in Q4 2020 and has held it in 24 quarters since.
  • Encompass Wealth Advisors's Boeing position peaked at $2.15M in Q4 2023.
  • 649 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.