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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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