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Mosaic Family Wealth Partners’s Boeing BA Stock Holding History

Mosaic Family Wealth Partners’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 		$3.33M Buy
15,370
+8,385
+120% +$1.87M 0.22% 74
2026
Q1 		$1.39M Buy
6,985
+1,165
+20% +$265K 0.14% 89
2025
Q4 		$1.26M Sell
5,820
-291
-5% -$59.8K 0.14% 85
2025
Q3 		$1.33M Buy
6,111
+1,251
+26% +$282K 0.16% 68
2025
Q2 		$1.02M Buy
4,860
+652
+15% +$123K 0.13% 81
2025
Q1 		$718K Buy
4,208
+11
+0.3% +$1.9K 0.1% 105
2024
Q4 		$743K Sell
4,197
-322
-7% -$50.5K 0.11% 93
2024
Q3 		$687K Sell
4,519
-467
-9% -$80.1K 0.1% 99
2024
Q2 		$907K Buy
4,986
+50
+1% +$8.91K 0.15% 81
2024
Q1 		$953K Sell
4,936
-19,660
-80% -$4.04M 0.16% 75
2023
Q4 		$6.41M Buy
24,596
+19,875
+421% +$4.25M 1.11% 17
2023
Q3 		$905K Hold
4,721
– – 0.18% 67
2023
Q2 		$997K Buy
4,721
+976
+26% +$203K 0.2% 58
2023
Q1 		$795K Sell
3,745
-6
-0.2% -$1.25K 0.17% 78
2022
Q4 		$714K Buy
+3,751
New +$614K 0.2% 78

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mosaic Family Wealth Partners's BA Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Boeing (BA) stake by 120% in Q2 2026, buying an estimated $1.87M and bringing the position to 15,370 shares worth $3.33M. The position accounts for 0.22% of the portfolio, ranked #74.

Mosaic Family Wealth Partners first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.41M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mosaic Family Wealth Partners held 15,370 shares of Boeing worth $3.33M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 8,385 Boeing shares in Q2 2026, an estimated $1.87M.
  • Boeing made up 0.22% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Mosaic Family Wealth Partners first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Boeing position peaked at $6.41M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.