Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Boeing BA Stock Holding History

Envestnet Portfolio Solutions’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 		$8.39M Buy
38,816
+5,411
+16% +$1.2M 0.04% 246
2026
Q1 		$6.65M Sell
33,405
-25,255
-43% -$5.75M 0.04% 242
2025
Q4 		$12.7M Buy
58,660
+31,507
+116% +$6.48M 0.04% 205
2025
Q3 		$5.86M Buy
27,153
+2,304
+9% +$519K 0.02% 321
2025
Q2 		$5.21M Buy
24,849
+3,125
+14% +$590K 0.02% 354
2025
Q1 		$3.71M Sell
21,724
-2,472
-10% -$428K 0.01% 438
2024
Q4 		$4.28M Buy
24,196
+5,346
+28% +$839K 0.01% 434
2024
Q3 		$2.87M Buy
18,850
+1,425
+8% +$244K 0.01% 556
2024
Q2 		$3.17M Buy
17,425
+2,788
+19% +$497K 0.01% 495
2024
Q1 		$2.82M Buy
14,637
+7,848
+116% +$1.61M 0.01% 535
2023
Q4 		$1.77M Buy
6,789
+1,036
+18% +$222K 0.01% 621
2023
Q3 		$1.1M Buy
+5,753
New +$1.26M 0.01% 731

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions's BA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Boeing (BA) stake by 16% in Q2 2026, buying an estimated $1.2M and bringing the position to 38,816 shares worth $8.39M. The position accounts for 0.04% of the portfolio, ranked #246.

Envestnet Portfolio Solutions first reported a position in BA in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Envestnet Portfolio Solutions held 38,816 shares of Boeing worth $8.39M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 5,411 Boeing shares in Q2 2026, an estimated $1.2M.
  • Boeing made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #246 holding.
  • Envestnet Portfolio Solutions first reported a position in Boeing in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Boeing position peaked at $12.7M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.