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Naviter Wealth’s Boeing BA Stock Holding History

Naviter Wealth’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 		$1.1M Buy
5,062
+527
+12% +$117K 0.1% 166
2026
Q1 		$903K Buy
4,535
+147
+3% +$33.5K 0.11% 163
2025
Q4 		$953K Buy
4,388
+136
+3% +$28K 0.12% 160
2025
Q3 		$918K Sell
4,252
-38
-0.9% -$8.57K 0.11% 166
2025
Q2 		$899K Sell
4,290
-1,396
-25% -$264K 0.11% 168
2025
Q1 		$985K Sell
5,686
-1,519
-21% -$263K 0.12% 174
2024
Q4 		$1.28M Buy
7,205
+1,885
+35% +$296K 0.15% 154
2024
Q3 		$809K Sell
5,320
-1,033
-16% -$177K 0.11% 168
2024
Q2 		$1.16M Buy
6,353
+812
+15% +$145K 0.17% 145
2024
Q1 		$1.07M Buy
5,541
+1,566
+39% +$322K 0.17% 152
2023
Q4 		$1.04M Buy
3,975
+654
+20% +$140K 0.21% 128
2023
Q3 		$637K Buy
3,321
+177
+6% +$38.7K 0.15% 156
2023
Q2 		$664K Buy
3,144
+232
+8% +$48.2K 0.17% 148
2023
Q1 		$619K Sell
2,912
-438
-13% -$91K 0.22% 130
2022
Q4 		$710K Buy
3,350
+95
+3% +$15.5K 0.19% 119
2022
Q3 		$394K Buy
3,255
+216
+7% +$33.1K 0.16% 146
2022
Q2 		$415K Buy
+3,039
New +$448K 0.17% 136

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

Naviter Wealth's BA Position: Q2 2026 in Review

Naviter Wealth increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $117K and bringing the position to 5,062 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #166.

Naviter Wealth first reported a position in BA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2024. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Naviter Wealth held 5,062 shares of Boeing worth $1.1M as of Q2 2026.
  • Naviter Wealth bought 527 Boeing shares in Q2 2026, an estimated $117K.
  • Boeing made up 0.1% of Naviter Wealth's portfolio in Q2 2026, its #166 holding.
  • Naviter Wealth first reported a position in Boeing in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Boeing position peaked at $1.28M in Q4 2024.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.