Freestone Capital Holdings’s Boeing BA Stock Holding History

Freestone Capital Holdings’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
2017 Q4	–	Sell	-1,600	Closed	-$407K	–	335
2017 Q3	$407K	Buy	+1,600	New	+$373K	0.03%	275
2017 Q2	–	Sell	-1,000	Closed	-$1K	–	338
2017 Q1	$1K	Hold	1,000	–	–	﹤0.01%	347
2016 Q4	$156K	Buy	+1,000	New	+$146K	0.01%	331
2016 Q2	–	Sell	-2,500	Closed	-$317K	–	318
2016 Q1	$317K	Buy	+2,500	New	+$310K	0.03%	282
2015 Q4	–	Sell	-1,000	Closed	-$130K	–	364
2015 Q3	$130K	Buy	+1,000	New	+$139K	0.01%	320

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

Freestone Capital Holdings's BA Position: Q2 2026 in Review

Freestone Capital Holdings increased its Boeing (BA) stake by 23% in Q2 2026, buying an estimated $378K and bringing the position to 9,091 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #203.

Freestone Capital Holdings first reported a position in BA in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.7M in Q4 2019. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Freestone Capital Holdings held 9,091 shares of Boeing worth $1.97M as of Q2 2026.
Freestone Capital Holdings bought 1,701 Boeing shares in Q2 2026, an estimated $378K.
Boeing made up 0.05% of Freestone Capital Holdings's portfolio in Q2 2026, its #203 holding.
Freestone Capital Holdings first reported a position in Boeing in Q2 2013 and has held it in 51 quarters since.
Freestone Capital Holdings's Boeing position peaked at $5.7M in Q4 2019.
2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.