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Fortis Group Advisors’s Boeing BA Stock Holding History

Fortis Group 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 		$308K Sell
1,410
-52
-4% -$11.8K 0.05% 228
2025
Q4 		$333K Buy
1,462
+965
+194% +$198K 0.06% 226
2025
Q3 		$107K Sell
497
-966
-66% -$218K 0.02% 237
2025
Q2 		$318K Buy
1,463
+966
+194% +$182K 0.06% 181
2025
Q1 		$84.8K Hold
497
– – 0.02% 200
2024
Q4 		$88K Hold
497
– – 0.02% 199
2024
Q3 		$75.6K Sell
497
-1,166
-70% -$200K 0.01% 192
2024
Q2 		$303K Sell
1,663
-90
-5% -$16K 0.06% 152
2024
Q1 		$338K Buy
1,753
+759
+76% +$156K 0.06% 153
2023
Q4 		$259K Buy
994
+497
+100% +$106K 0.06% 111
2023
Q3 		$95.3K Buy
+497
New +$109K 0.03% 125
2020
Q3 		$97K Buy
+587
New +$100K 0.02% 197

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