Holos Integrated Wealth
BA icon

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
Q3 		$68.9K Buy
360
+100
+38% +$21.4K 0.03% 143
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

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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Holos Integrated Wealth's BA Position: Q3 2026 in Review

Holos Integrated Wealth increased its Boeing (BA) stake by 38% in Q3 2026, buying an estimated $21.4K and bringing the position to 360 shares worth $68.9K. The position accounts for 0.03% of the portfolio, ranked #143.

Holos Integrated Wealth first reported a position in BA in Q4 2024 and has held it in 8 quarters since. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Holos Integrated Wealth held 360 shares of Boeing worth $68.9K as of Q3 2026.
  • Holos Integrated Wealth bought 100 Boeing shares in Q3 2026, an estimated $21.4K.
  • Boeing made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #143 holding.
  • Holos Integrated Wealth first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.