High Net Worth Advisory Group’s Boeing BA Stock Holding History

High Net Worth Advisory Group’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	$434K	Hold	2,005	–	–	0.09%	170
2026 Q1	$399K	Hold	2,005	–	–	0.09%	165
2025 Q4	$435K	Sell	2,005 -1,020	-34%	-$210K	0.1%	149
2025 Q3	$653K	Buy	3,025 +1,025	+51%	+$231K	0.16%	116
2025 Q2	$419K	Hold	2,000	–	–	0.11%	145
2025 Q1	$341K	Hold	2,000	–	–	0.1%	153
2024 Q4	$354K	Buy	2,000 +310	+18%	+$48.6K	0.1%	155
2024 Q3	$257K	Sell	1,690 -45	-3%	-$7.72K	0.07%	193
2024 Q2	$316K	Sell	1,735 -390	-18%	-$69.5K	0.1%	153
2024 Q1	$410K	Sell	2,125 -564	-21%	-$116K	0.13%	132
2023 Q4	$701K	Sell	2,689 -494	-16%	-$106K	0.26%	90
2023 Q3	$610K	Hold	3,183	–	–	0.24%	95
2023 Q2	$672K	Buy	3,183 +87	+3%	+$18.1K	0.26%	91
2023 Q1	$658K	Sell	3,096 -104	-3%	-$21.6K	0.27%	92
2022 Q4	$610K	Sell	3,200 -225	-7%	-$36.8K	0.24%	97
2022 Q3	$415K	Buy	3,425 +75	+2%	+$11.5K	0.18%	114
2022 Q2	$458K	Sell	3,350 -50	-1%	-$7.38K	0.19%	108
2022 Q1	$651K	Sell	3,400 -20	-0.6%	-$4.01K	0.24%	88
2021 Q4	$689K	Buy	+3,420	New	+$723K	0.24%	87

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

High Net Worth Advisory Group's BA Position: Q2 2026 in Review

High Net Worth Advisory Group held its Boeing (BA) position steady in Q2 2026 at 2,005 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #170.

High Net Worth Advisory Group first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $701K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

High Net Worth Advisory Group held 2,005 shares of Boeing worth $434K as of Q2 2026.
High Net Worth Advisory Group left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.09% of High Net Worth Advisory Group's portfolio in Q2 2026, its #170 holding.
High Net Worth Advisory Group first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Boeing position peaked at $701K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.