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Independent Wealth Network’s Boeing BA Stock Holding History

Independent Wealth Network’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 		$1.12M Sell
5,152
-303
-6% -$67.4K 0.28% 99
2026
Q1 		$1.09M Buy
5,455
+222
+4% +$50.6K 0.32% 90
2025
Q4 		$1.14M Buy
5,233
+155
+3% +$31.9K 0.35% 71
2025
Q3 		$1.1M Sell
5,078
-46
-0.9% -$10.4K 0.35% 71
2025
Q2 		$1.07M Buy
5,124
+263
+5% +$49.7K 0.39% 65
2025
Q1 		$829K Buy
4,861
+160
+3% +$27.7K 0.33% 82
2024
Q4 		$832K Buy
4,701
+1,226
+35% +$192K 0.34% 81
2024
Q3 		$528K Buy
3,475
+93
+3% +$15.9K 0.23% 114
2024
Q2 		$616K Buy
3,382
+368
+12% +$65.6K 0.29% 88
2024
Q1 		$582K Buy
3,014
+1,388
+85% +$285K 0.27% 95
2023
Q4 		$424K Buy
1,626
+322
+25% +$68.9K 0.22% 118
2023
Q3 		$250K Sell
1,304
-273
-17% -$59.7K 0.15% 158
2023
Q2 		$333K Sell
1,577
-4
-0.3% -$831 0.2% 133
2023
Q1 		$336K Sell
1,581
-37
-2% -$7.69K 0.21% 116
2022
Q4 		$308K Buy
+1,618
New +$265K 0.21% 124
2022
Q2 		– Sell
-1,189
Closed -$228K – 191
2022
Q1 		$228K Buy
1,189
+77
+7% +$15.5K 0.14% 169
2021
Q4 		$224K Hold
1,112
– – 0.14% 177
2021
Q3 		$237K Buy
+1,112
New +$248K 0.15% 170

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Independent Wealth Network's BA Position: Q2 2026 in Review

Independent Wealth Network reduced its Boeing (BA) stake by 5.6% in Q2 2026, selling an estimated $67.4K and leaving 5,152 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #99.

Independent Wealth Network first reported a position in BA in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Independent Wealth Network held 5,152 shares of Boeing worth $1.12M as of Q2 2026.
  • Independent Wealth Network sold 303 Boeing shares in Q2 2026, an estimated $67.4K.
  • Boeing made up 0.28% of Independent Wealth Network's portfolio in Q2 2026, its #99 holding.
  • Independent Wealth Network first reported a position in Boeing in Q3 2021 and has held it in 18 quarters since.
  • Independent Wealth Network's Boeing position peaked at $1.14M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.