Estate Counselors’s Boeing BA Stock Holding History

Estate Counselors’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
2025 Q4	–	Sell	-16,792	Closed	-$3.62M	–	92
2025 Q3	$3.62M	Buy	16,792 +70	+0.4%	+$15.8K	0.31%	50
2025 Q2	$3.5M	Buy	+16,722	New	+$3.16M	0.34%	48

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Estate Counselors's BA Position: Q4 2025 in Review

Estate Counselors sold out of Boeing (BA) in Q4 2025, closing a stake of 16,792 shares — an estimated $3.62M sold.

Estate Counselors first reported a position in BA in Q2 2025 and held it in 2 quarters. The position peaked at $3.62M in Q3 2025. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Estate Counselors reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
Estate Counselors sold 16,792 Boeing shares in Q4 2025, an estimated $3.62M.
Estate Counselors first reported a position in Boeing in Q2 2025 and held it in 2 quarters.
Estate Counselors's Boeing position peaked at $3.62M in Q3 2025.
2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Estate Counselors's 13F filing for Q4 2025, filed 2 Feb 2026.