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Mindset Wealth Management’s Boeing BA Stock Holding History

Mindset Wealth Management’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 		$237K Hold
1,275
– – 0.04% 173
2026
Q2 		$276K Hold
1,275
– – 0.05% 149
2026
Q1 		$254K Sell
1,275
-85
-6% -$19.4K 0.07% 142
2025
Q4 		$295K Buy
1,360
+337
+33% +$69.3K 0.08% 134
2025
Q3 		$221K Buy
+1,023
New +$231K 0.06% 156
2025
Q1 		– Sell
-1,189
Closed -$210K – 149
2024
Q4 		$210K Buy
+1,189
New +$187K 0.08% 125

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Mindset Wealth Management's BA Position: Q3 2026 in Review

Mindset Wealth Management held its Boeing (BA) position steady in Q3 2026 at 1,275 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #173.

Mindset Wealth Management first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Mindset Wealth Management held 1,275 shares of Boeing worth $237K as of Q3 2026.
  • Mindset Wealth Management left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Mindset Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
  • Mindset Wealth Management's Boeing position peaked at $295K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.