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Essential Partners’s Boeing BA Stock Holding History

Essential 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 		$155K Buy
714
+408
+133% +$90.8K 0.07% 308
2026
Q1 		$60.9K Buy
306
+282
+1,175% +$64.2K 0.02% 551
2025
Q4 		$5.21K Sell
24
-236
-91% -$48.5K ﹤0.01% 1410
2025
Q3 		$56.1K Buy
260
+167
+180% +$37.7K 0.02% 571
2025
Q2 		$19.5K Buy
+93
New +$17.6K 0.01% 682

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

Essential Partners's BA Position: Q2 2026 in Review

Essential Partners increased its Boeing (BA) stake by 133% in Q2 2026, buying an estimated $90.8K and bringing the position to 714 shares worth $155K. The position accounts for 0.07% of the portfolio, ranked #308.

Essential Partners first reported a position in BA in Q2 2025 and has held it in 5 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Essential Partners held 714 shares of Boeing worth $155K as of Q2 2026.
  • Essential Partners bought 408 Boeing shares in Q2 2026, an estimated $90.8K.
  • Boeing made up 0.07% of Essential Partners's portfolio in Q2 2026, its #308 holding.
  • Essential Partners first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.