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Evergreen Private Wealth’s Boeing BA Stock Holding History

Evergreen Private Wealth’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
-10
Closed -$2.16K – 100
2025
Q3 		$2.16K Hold
10
– – ﹤0.01% 217
2025
Q2 		$2.1K Buy
+10
New +$1.89K ﹤0.01% 245

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evergreen Private Wealth's BA Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Boeing (BA) in Q4 2025, closing a stake of 10 shares — an estimated $2.16K sold.

Evergreen Private Wealth first reported a position in BA in Q2 2025 and held it in 2 quarters. The position peaked at $2.16K in Q3 2025. 2,535 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 10 Boeing shares in Q4 2025, an estimated $2.16K.
  • Evergreen Private Wealth first reported a position in Boeing in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Boeing position peaked at $2.16K in Q3 2025.
  • 2,535 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.