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Moneta Group Investment Advisors’s Boeing BA Stock Holding History

Moneta Group Investment 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 		$6.88M Buy
34,583
+1,592
+5% +$363K 0.05% 135
2025
Q4 		$7.16M Sell
32,991
-726
-2% -$149K 0.05% 130
2025
Q3 		$7.28M Buy
33,717
+5,405
+19% +$1.22M 0.06% 129
2025
Q2 		$5.93M Sell
28,312
-4,662
-14% -$881K 0.07% 127
2025
Q1 		$5.62M Sell
32,974
-263
-0.8% -$45.5K 0.08% 124
2024
Q4 		$5.88M Buy
33,237
+418
+1% +$65.6K 0.08% 118
2024
Q3 		$4.99M Sell
32,819
-1,631
-5% -$280K 0.07% 127
2024
Q2 		$6.27M Buy
34,450
+464
+1% +$82.7K 0.1% 108
2024
Q1 		$6.56M Buy
33,986
+14,852
+78% +$3.05M 0.11% 107
2023
Q4 		$4.99M Buy
19,134
+1,727
+10% +$369K 0.1% 108
2023
Q3 		$3.34M Sell
17,407
-1,240
-7% -$271K 0.08% 128
2023
Q2 		$3.94M Buy
18,647
+617
+3% +$128K 0.09% 121
2023
Q1 		$3.83M Buy
18,030
+5,335
+42% +$1.11M 0.09% 116
2022
Q4 		$2.7M Sell
12,695
-1,932
-13% -$316K 0.07% 130
2022
Q3 		$1.77M Sell
14,627
-2,986
-17% -$458K 0.07% 143
2022
Q2 		$2.41M Buy
17,613
+5,801
+49% +$856K 0.08% 130
2022
Q1 		$2.26M Buy
11,812
+3,288
+39% +$660K 0.09% 129
2021
Q4 		$1.72M Sell
8,524
-783
-8% -$165K 0.07% 147
2021
Q3 		$2.05M Buy
9,307
+3,313
+55% +$739K 0.09% 123
2021
Q2 		$1.44M Buy
5,994
+631
+12% +$153K 0.07% 158
2021
Q1 		$1.37M Buy
5,363
+486
+10% +$108K 0.07% 151
2020
Q4 		$1.04M Buy
4,877
+429
+10% +$82.5K 0.08% 144
2020
Q3 		$735K Buy
4,448
+1,278
+40% +$218K 0.06% 142
2020
Q2 		$581K Buy
3,170
+354
+13% +$54.4K 0.06% 145
2020
Q1 		$420K Sell
2,816
-1,921
-41% -$526K 0.04% 169
2019
Q4 		$1.54M Sell
4,737
-1,794
-27% -$635K 0.13% 96
2019
Q3 		$2.48M Buy
6,531
+957
+17% +$342K 0.23% 76
2019
Q2 		$2.03M Buy
5,574
+396
+8% +$144K 0.2% 76
2019
Q1 		$1.98M Sell
5,178
-1,365
-21% -$525K 0.21% 75
2018
Q4 		$2.11M Buy
6,543
+134
+2% +$46.3K 0.25% 67
2018
Q3 		$2.38M Buy
6,409
+432
+7% +$152K 0.24% 69
2018
Q2 		$2M Buy
5,977
+469
+9% +$161K 0.22% 67
2018
Q1 		$1.81M Buy
5,508
+3,480
+172% +$1.18M 0.24% 56
2017
Q4 		$598K Buy
2,028
+263
+15% +$71.2K 0.09% 107
2017
Q3 		$449K Sell
1,765
-1,056
-37% -$246K 0.07% 132
2017
Q2 		$558K Buy
2,821
+1,036
+58% +$193K 0.09% 112
2017
Q1 		$316K Sell
1,785
-1,215
-41% -$207K 0.06% 118
2016
Q4 		$467K Buy
+3,000
New +$438K 0.1% 95
2015
Q4 		– Sell
-150
Closed -$20K – 160
2015
Q3 		$20K Buy
+150
New +$20.8K 0.01% 323
2015
Q2 		– Sell
-7,000
Closed -$1.05M – 127
2015
Q1 		$1.05M Buy
+7,000
New +$1.02M 0.45% 31

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

Moneta Group Investment Advisors's BA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Boeing (BA) stake by 4.8% in Q1 2026, buying an estimated $363K and bringing the position to 34,583 shares worth $6.88M. The position accounts for 0.05% of the portfolio, ranked #135.

Moneta Group Investment Advisors first reported a position in BA in Q1 2015 and has held it in 40 quarters since. The position peaked at $7.28M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Moneta Group Investment Advisors held 34,583 shares of Boeing worth $6.88M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,592 Boeing shares in Q1 2026, an estimated $363K.
  • Boeing made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • Moneta Group Investment Advisors first reported a position in Boeing in Q1 2015 and has held it in 40 quarters since.
  • Moneta Group Investment Advisors's Boeing position peaked at $7.28M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.