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Holos Integrated Wealth’s Boeing BA Stock Holding History

Holos Integrated Wealth’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 		$60.2K Hold
260
– – 0.03% 148
2026
Q1 		$54.6K Hold
260
– – 0.03% 150
2025
Q4 		$59.2K Hold
260
– – 0.03% 115
2025
Q3 		$54.8K Hold
260
– – 0.03% 114
2025
Q2 		$59.6K Hold
260
– – 0.04% 110
2025
Q1 		$44.3K Hold
260
– – 0.03% 116
2024
Q4 		$46K Buy
+260
New +$40.8K 0.03% 111

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holos Integrated Wealth's BA Position: Q2 2026 in Review

Holos Integrated Wealth held its Boeing (BA) position steady in Q2 2026 at 260 shares worth $60.2K. The position accounts for 0.03% of the portfolio, ranked #148.

Holos Integrated Wealth first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Holos Integrated Wealth held 260 shares of Boeing worth $60.2K as of Q2 2026.
  • Holos Integrated Wealth left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #148 holding.
  • Holos Integrated Wealth first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.