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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Freestone Capital Holdings's BA Position: Q3 2026 in Review

Freestone Capital Holdings increased its Boeing (BA) stake by 45% in Q3 2026, buying an estimated $870K and bringing the position to 13,150 shares worth $2.45M. The position accounts for 0.06% of the portfolio, ranked #181.

Freestone Capital Holdings first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.7M in Q4 2019. 1,964 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Freestone Capital Holdings held 13,150 shares of Boeing worth $2.45M as of Q3 2026.
Freestone Capital Holdings bought 4,059 Boeing shares in Q3 2026, an estimated $870K.
Boeing made up 0.06% of Freestone Capital Holdings's portfolio in Q3 2026, its #181 holding.
Freestone Capital Holdings first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
Freestone Capital Holdings's Boeing position peaked at $5.7M in Q4 2019.
1,964 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.