EWA
BA icon

EverSource Wealth Advisors’s Boeing BA Stock Holding History

EverSource 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
Q1 		$1.26M Buy
6,340
+1,179
+23% +$268K 0.04% 330
2025
Q4 		$1.12M Buy
5,161
+130
+3% +$26.7K 0.04% 311
2025
Q3 		$1.09M Sell
5,031
-269
-5% -$60.7K 0.04% 294
2025
Q2 		$1.11M Sell
5,300
-761
-13% -$144K 0.05% 253
2025
Q1 		$1.03M Sell
6,061
-1,284
-17% -$222K 0.06% 239
2024
Q4 		$1.3M Buy
7,345
+1,268
+21% +$199K 0.07% 206
2024
Q3 		$924K Sell
6,077
-439
-7% -$75.3K 0.06% 228
2024
Q2 		$1.24M Buy
6,516
+786
+14% +$140K 0.08% 186
2024
Q1 		$962K Buy
5,730
+1,532
+36% +$315K 0.08% 190
2023
Q4 		$1.09M Buy
4,198
+50
+1% +$10.7K 0.1% 156
2023
Q3 		$795K Sell
4,148
-21
-0.5% -$4.59K 0.08% 173
2023
Q2 		$880K Sell
4,169
-56
-1% -$11.6K 0.1% 169
2023
Q1 		$898K Buy
4,225
+2,592
+159% +$539K 0.11% 152
2022
Q4 		$311K Buy
1,633
+1,027
+169% +$168K 0.05% 274
2022
Q3 		$74K Buy
606
+211
+53% +$32.4K 0.02% 518
2022
Q2 		$53K Buy
395
+60
+18% +$8.85K 0.01% 609
2022
Q1 		$64K Buy
335
+61
+22% +$12.2K 0.02% 425
2021
Q4 		$56K Buy
+274
New +$57.9K 0.02% 405

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return