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Herold Advisors’s Boeing BA Stock Holding History

Herold 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
Q3 		$1.41M Sell
7,581
-320
-4% -$68.6K 0.28% 90
2026
Q2 		$1.71M Sell
7,901
-250
-3% -$55.6K 0.34% 82
2026
Q1 		$1.62M Buy
8,151
+415
+5% +$94.5K 0.36% 75
2025
Q4 		$1.68M Buy
7,736
+405
+6% +$83.3K 0.38% 71
2025
Q3 		$1.58M Buy
7,331
+1,000
+16% +$225K 0.37% 74
2025
Q2 		$1.33M Sell
6,331
-1,029
-14% -$194K 0.28% 99
2025
Q1 		$1.26M Buy
7,360
+675
+10% +$117K 0.28% 100
2024
Q4 		$1.18M Buy
6,685
+150
+2% +$23.5K 0.26% 106
2024
Q3 		$994K Sell
6,535
-180
-3% -$30.9K 0.22% 129
2024
Q2 		$1.22M Sell
6,715
-165
-2% -$29.4K 0.28% 107
2024
Q1 		$1.33M Buy
6,880
+490
+8% +$101K 0.32% 89
2023
Q4 		$1.67M Sell
6,390
-101
-2% -$21.6K 0.46% 66
2023
Q3 		$1.24M Buy
6,491
+250
+4% +$54.7K 0.38% 74
2023
Q2 		$1.32M Sell
6,241
-504
-7% -$105K 0.4% 74
2023
Q1 		$1.43M Sell
6,745
-101
-1% -$21K 0.5% 62
2022
Q4 		$1.3M Buy
6,846
+1,350
+25% +$221K 0.55% 58
2022
Q3 		$665K Buy
5,496
+300
+6% +$46K 0.32% 95
2022
Q2 		$710K Buy
5,196
+450
+9% +$66.4K 0.32% 97
2022
Q1 		$909K Buy
4,746
+380
+9% +$76.3K 0.32% 94
2021
Q4 		$879K Buy
4,366
+950
+28% +$201K 0.34% 93
2021
Q3 		$751K Buy
+3,416
New +$762K 0.29% 97

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Herold Advisors's BA Position: Q3 2026 in Review

Herold Advisors reduced its Boeing (BA) stake by 4.1% in Q3 2026, selling an estimated $68.6K and leaving 7,581 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #90.

Herold Advisors first reported a position in BA in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.71M in Q2 2026. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Herold Advisors held 7,581 shares of Boeing worth $1.41M as of Q3 2026.
  • Herold Advisors sold 320 Boeing shares in Q3 2026, an estimated $68.6K.
  • Boeing made up 0.28% of Herold Advisors's portfolio in Q3 2026, its #90 holding.
  • Herold Advisors first reported a position in Boeing in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Boeing position peaked at $1.71M in Q2 2026.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.