New Wave Wealth Advisors’s Boeing BA Stock Holding History

New Wave Wealth 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 Q2	$1.09M	Buy	5,016 +965	+24%	+$215K	0.3%	76
2026 Q1	$806K	Buy	4,051 +1,226	+43%	+$279K	0.28%	69
2025 Q4	$613K	Buy	2,825 +664	+31%	+$137K	0.22%	80
2025 Q3	$466K	Sell	2,161 -3,855	-64%	-$869K	0.18%	89
2025 Q2	$1.26M	Buy	6,016 +3,499	+139%	+$661K	0.54%	40
2025 Q1	$429K	Buy	2,517 +2,305	+1,087%	+$399K	0.19%	73
2024 Q4	$37.5K	Buy	+212	New	+$33.3K	0.02%	237

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New Wave Wealth Advisors's BA Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Boeing (BA) stake by 24% in Q2 2026, buying an estimated $215K and bringing the position to 5,016 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #76.

New Wave Wealth Advisors first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold BA as of Q2 2026.

New Wave Wealth Advisors held 5,016 shares of Boeing worth $1.09M as of Q2 2026.
New Wave Wealth Advisors bought 965 Boeing shares in Q2 2026, an estimated $215K.
Boeing made up 0.3% of New Wave Wealth Advisors's portfolio in Q2 2026, its #76 holding.
New Wave Wealth Advisors first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
New Wave Wealth Advisors's Boeing position peaked at $1.26M in Q2 2025.
1,022 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.