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N.E.W. Advisory Services’s Boeing BA Stock Holding History

N.E.W. Advisory 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
Q2 		$231K Buy
1,069
+29
+3% +$6.45K 0.02% 207
2026
Q1 		$207K Sell
1,040
-88
-8% -$20K 0.02% 210
2025
Q4 		$245K Sell
1,128
-412
-27% -$84.7K 0.02% 191
2025
Q3 		$332K Buy
1,540
+46
+3% +$10.4K 0.03% 146
2025
Q2 		$313K Sell
1,494
-466
-24% -$88K 0.03% 146
2025
Q1 		$334K Buy
1,960
+369
+23% +$63.9K 0.03% 160
2024
Q4 		$282K Buy
1,591
+185
+13% +$29K 0.03% 159
2024
Q3 		$214K Sell
1,406
-200
-12% -$34.3K 0.02% 178
2024
Q2 		$292K Sell
1,606
-485
-23% -$86.4K 0.03% 142
2024
Q1 		$404K Buy
2,091
+60
+3% +$12.3K 0.04% 118
2023
Q4 		$529K Buy
2,031
+20
+1% +$4.28K 0.06% 96
2023
Q3 		$385K Sell
2,011
-67
-3% -$14.7K 0.05% 107
2023
Q2 		$439K Buy
2,078
+92
+5% +$19.1K 0.06% 88
2023
Q1 		$422K Sell
1,986
-302
-13% -$62.7K 0.06% 91
2022
Q4 		$436K Buy
2,288
+455
+25% +$74.4K 0.07% 87
2022
Q3 		$222K Buy
1,833
+132
+8% +$20.2K 0.04% 121
2022
Q2 		$233K Buy
1,701
+203
+14% +$29.9K 0.04% 119
2022
Q1 		$382K Sell
1,498
-404
-21% -$81.1K 0.07% 91
2021
Q4 		$383K Sell
1,902
-60
-3% -$12.7K 0.06% 98
2021
Q3 		$432K Buy
1,962
+564
+40% +$126K 0.07% 90
2021
Q2 		$335K Sell
1,398
-100
-7% -$24.2K 0.06% 98
2021
Q1 		$380K Buy
1,498
+536
+56% +$119K 0.07% 92
2020
Q4 		$205K Sell
962
-269
-22% -$51.7K 0.04% 130
2020
Q3 		$204K Buy
1,231
+34
+3% +$5.79K 0.06% 93
2020
Q2 		$219K Buy
+1,197
New +$184K 0.07% 78

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

N.E.W. Advisory Services's BA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Boeing (BA) stake by 2.8% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,069 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #207.

N.E.W. Advisory Services first reported a position in BA in Q2 2020 and has held it in 25 quarters since. The position peaked at $529K in Q4 2023. 1,880 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • N.E.W. Advisory Services held 1,069 shares of Boeing worth $231K as of Q2 2026.
  • N.E.W. Advisory Services bought 29 Boeing shares in Q2 2026, an estimated $6.45K.
  • Boeing made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #207 holding.
  • N.E.W. Advisory Services first reported a position in Boeing in Q2 2020 and has held it in 25 quarters since.
  • N.E.W. Advisory Services's Boeing position peaked at $529K in Q4 2023.
  • 1,880 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.