KWA
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Kingswood Wealth Advisors’s Boeing BA Stock Holding History

Kingswood Wealth Advisors’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 		$5.05M Buy
25,366
+2,902
+13% +$661K 0.24% 96
2025
Q4 		$4.88M Buy
22,464
+1,379
+7% +$284K 0.24% 98
2025
Q3 		$4.55M Buy
21,085
+702
+3% +$158K 0.28% 89
2025
Q2 		$4.27M Buy
20,383
+831
+4% +$157K 0.34% 63
2025
Q1 		$3.33M Sell
19,552
-2,396
-11% -$415K 0.3% 78
2024
Q4 		$3.88M Buy
21,948
+1,874
+9% +$294K 0.29% 71
2024
Q3 		$3.07M Buy
20,074
+630
+3% +$108K 0.22% 110
2024
Q2 		$3.54M Buy
19,444
+5,572
+40% +$993K 0.32% 68
2024
Q1 		$2.68M Sell
13,872
-8,302
-37% -$1.71M 0.31% 72
2023
Q4 		$5.78M Buy
22,174
+9,993
+82% +$2.14M 0.66% 22
2023
Q3 		$3.2M Sell
12,181
-6,925
-36% -$1.52M 0.55% 43
2023
Q2 		$4.03M Buy
+19,106
New +$3.97M 1.29% 12

Other funds holding BA

BlackRock
BlackRock New York $5.7T 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