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 Q2	$1.52M	Buy	7,008 +668	+11%	+$149K	0.05%	262
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors's BA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Boeing (BA) stake by 11% in Q2 2026, buying an estimated $149K and bringing the position to 7,008 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #262.

EverSource Wealth Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

EverSource Wealth Advisors held 7,008 shares of Boeing worth $1.52M as of Q2 2026.
EverSource Wealth Advisors bought 668 Boeing shares in Q2 2026, an estimated $149K.
Boeing made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #262 holding.
EverSource Wealth Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.