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Kestra Private Wealth Services’s Boeing BA Stock Holding History

Kestra Private Wealth Services’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
Q1 		$11.9M Buy
59,799
+1,402
+2% +$319K 0.15% 152
2025
Q4 		$12.7M Buy
58,397
+1,289
+2% +$265K 0.16% 140
2025
Q3 		$12.3M Sell
57,108
-695
-1% -$157K 0.16% 137
2025
Q2 		$12.1M Buy
57,803
+3,938
+7% +$744K 0.17% 129
2025
Q1 		$9.19M Sell
53,865
-1,248
-2% -$216K 0.15% 155
2024
Q4 		$9.76M Sell
55,113
-4,558
-8% -$715K 0.17% 139
2024
Q3 		$9.07M Buy
59,671
+5,913
+11% +$1.01M 0.17% 138
2024
Q2 		$9.78M Buy
53,758
+20,431
+61% +$3.64M 0.2% 118
2024
Q1 		$6.43M Sell
33,327
-7,105
-18% -$1.46M 0.15% 164
2023
Q4 		$10.5M Buy
40,432
+719
+2% +$154K 0.27% 93
2023
Q3 		$7.61M Buy
39,713
+2,547
+7% +$557K 0.24% 103
2023
Q2 		$7.85M Buy
37,166
+1,741
+5% +$362K 0.27% 95
2023
Q1 		$7.53M Buy
35,425
+783
+2% +$163K 0.3% 89
2022
Q4 		$6.6M Buy
34,642
+1,257
+4% +$206K 0.33% 81
2022
Q3 		$4.04M Sell
33,385
-614
-2% -$94.2K 0.23% 109
2022
Q2 		$4.65M Sell
33,999
-353
-1% -$52.1K 0.27% 100
2022
Q1 		$6.58M Buy
34,352
+2,498
+8% +$501K 0.33% 73
2021
Q4 		$6.41M Buy
31,854
+491
+2% +$104K 0.31% 79
2021
Q3 		$6.9M Buy
31,363
+757
+2% +$169K 0.38% 52
2021
Q2 		$7.33M Buy
30,606
+3,181
+12% +$769K 0.45% 38
2021
Q1 		$6.99M Sell
27,425
-1,098
-4% -$244K 0.49% 39
2020
Q4 		$6.18M Sell
28,523
-466
-2% -$89.6K 0.46% 46
2020
Q3 		$4.79M Buy
+28,989
New +$4.94M 0.42% 60

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Private Wealth Services's BA Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Boeing (BA) stake by 2.4% in Q1 2026, buying an estimated $319K and bringing the position to 59,799 shares worth $11.9M. The position accounts for 0.15% of the portfolio, ranked #152.

Kestra Private Wealth Services first reported a position in BA in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Kestra Private Wealth Services held 59,799 shares of Boeing worth $11.9M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,402 Boeing shares in Q1 2026, an estimated $319K.
  • Boeing made up 0.15% of Kestra Private Wealth Services's portfolio in Q1 2026, its #152 holding.
  • Kestra Private Wealth Services first reported a position in Boeing in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Boeing position peaked at $12.7M in Q4 2025.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.