Fragasso Financial Advisors’s Boeing BA Stock Holding History

Fragasso Financial 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	$250K	Buy	1,156 +20	+2%	+$4.45K	0.01%	317
2026 Q1	$241K	Buy	+1,136	New	+$259K	0.01%	288
2025 Q4	–	Sell	-952	Closed	-$206K	–	299
2025 Q3	$206K	Sell	952 -61	-6%	-$13.8K	0.01%	280
2025 Q2	$212K	Buy	+1,013	New	+$191K	0.01%	271
2025 Q1	–	Sell	-1,640	Closed	-$290K	–	267
2024 Q4	$290K	Sell	1,640 -359	-18%	-$56.3K	0.02%	212
2024 Q3	$304K	Sell	1,999 -473	-19%	-$81.1K	0.02%	210
2024 Q2	$450K	Buy	2,472 +16	+0.7%	+$2.85K	0.04%	168
2024 Q1	$474K	Buy	2,456 +17	+0.7%	+$3.49K	0.04%	168
2023 Q4	$636K	Sell	2,439 -345	-12%	-$73.8K	0.06%	139
2023 Q3	$534K	Buy	2,784 +1	+0%	+$219	0.06%	140
2023 Q2	$588K	Sell	2,783 -35	-1%	-$7.27K	0.06%	142
2023 Q1	$599K	Sell	2,818 -200	-7%	-$41.6K	0.07%	127
2022 Q4	$575K	Hold	3,018	–	–	0.07%	128
2022 Q3	$365K	Hold	3,018	–	–	0.05%	127
2022 Q2	$413K	Buy	3,018 +140	+5%	+$20.7K	0.06%	123
2022 Q1	$551K	Sell	2,878 -87	-3%	-$17.5K	0.06%	102
2021 Q4	$597K	Sell	2,965 -83	-3%	-$17.5K	0.07%	103
2021 Q3	$670K	Buy	3,048 +72	+2%	+$16.1K	0.09%	89
2021 Q2	$713K	Sell	2,976 -100	-3%	-$24.2K	0.1%	80
2021 Q1	$784K	Sell	3,076 -21	-0.7%	-$4.67K	0.11%	74
2020 Q4	$663K	Buy	3,097 +100	+3%	+$19.2K	0.1%	77
2020 Q3	$495K	Buy	2,997 +414	+16%	+$70.6K	0.08%	81
2020 Q2	$439K	Buy	2,583 +120	+5%	+$18.4K	0.07%	89
2020 Q1	$367K	Buy	2,463 +102	+4%	+$27.9K	0.08%	91
2019 Q4	$769K	Hold	2,361	–	–	0.13%	77
2019 Q3	$898K	Hold	2,361	–	–	0.17%	70
2019 Q2	$859K	Buy	2,361 +1	+0%	+$365	0.17%	69
2019 Q1	$900K	Hold	2,360	–	–	0.19%	66
2018 Q4	$761K	Buy	2,360 +17	+0.7%	+$5.87K	0.17%	77
2018 Q3	$836K	Sell	2,343 -88	-4%	-$30.9K	0.2%	69
2018 Q2	$816K	Buy	2,431 +135	+6%	+$46.4K	0.21%	66
2018 Q1	$753K	Sell	2,296 -42	-2%	-$14.2K	0.19%	67
2017 Q4	$689K	Hold	2,338	–	–	0.17%	69
2017 Q3	$594K	Buy	+2,338	New	+$545K	0.18%	68
2014 Q4	–	Sell	-6,047	Closed	-$770K	–	50
2014 Q3	$770K	Hold	6,047	–	–	0.6%	40
2014 Q2	$769K	Sell	6,047 -1	-0%	-$131	0.68%	37
2014 Q1	$759K	Buy	6,048 +31	+0.5%	+$4.04K	0.78%	36
2013 Q4	$821K	Buy	+6,017	New	+$782K	0.73%	37

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Fragasso Financial Advisors's BA Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Boeing (BA) stake by 1.8% in Q2 2026, buying an estimated $4.45K and bringing the position to 1,156 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #317.

Fragasso Financial Advisors first reported a position in BA in Q4 2013 and has held it in 38 quarters since. The position peaked at $900K in Q1 2019. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fragasso Financial Advisors held 1,156 shares of Boeing worth $250K as of Q2 2026.
Fragasso Financial Advisors bought 20 Boeing shares in Q2 2026, an estimated $4.45K.
Boeing made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #317 holding.
Fragasso Financial Advisors first reported a position in Boeing in Q4 2013 and has held it in 38 quarters since.
Fragasso Financial Advisors's Boeing position peaked at $900K in Q1 2019.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.