HWA
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Heartwood Wealth Advisors’s Boeing BA Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-427
Closed -$92.2K – 239
2025
Q3 		$92.2K Buy
+427
New +$96.3K 0.01% 261

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartwood Wealth Advisors's BA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Boeing (BA) in Q4 2025, closing a stake of 427 shares — an estimated $92.2K sold.

Heartwood Wealth Advisors first reported a position in BA in Q3 2025 and held it in 1 quarter. The position peaked at $92.2K in Q3 2025. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Boeing position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 427 Boeing shares in Q4 2025, an estimated $92.2K.
  • Heartwood Wealth Advisors first reported a position in Boeing in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Boeing position peaked at $92.2K in Q3 2025.
  • 2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.