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Nicolet Advisory Services’s Boeing BA Stock Holding History

Nicolet 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
2025
Q4 		$4.89M Buy
20,406
+1,851
+10% +$381K 0.33% 45
2025
Q3 		$4.12M Buy
18,555
+5,992
+48% +$1.35M 0.32% 50
2025
Q2 		$2.79M Buy
12,563
+1,675
+15% +$316K 0.24% 53
2025
Q1 		$1.69M Buy
10,888
+807
+8% +$140K 0.17% 70
2024
Q4 		$1.73M Buy
10,081
+179
+2% +$28.1K 0.16% 69
2024
Q3 		$1.49M Sell
9,902
-1,079
-10% -$185K 0.14% 77
2024
Q2 		$2.02M Buy
10,981
+1,356
+14% +$242K 0.19% 61
2024
Q1 		$1.71M Buy
9,625
+419
+5% +$86.1K 0.17% 68
2023
Q4 		$2.29M Buy
9,206
+58
+0.6% +$12.4K 0.25% 52
2023
Q3 		$1.71M Buy
9,148
+1,075
+13% +$235K 0.19% 66
2023
Q2 		$1.72M Buy
8,073
+434
+6% +$90.2K 0.19% 65
2023
Q1 		$1.61M Buy
7,639
+3,764
+97% +$782K 0.19% 63
2022
Q4 		$806K Buy
3,875
+2,286
+144% +$374K 0.11% 92
2022
Q3 		$210K Buy
1,589
+106
+7% +$16.3K 0.03% 175
2022
Q2 		$208K Sell
1,483
-184
-11% -$27.1K 0.03% 173
2022
Q1 		$292K Sell
1,667
-37
-2% -$7.43K 0.04% 149
2021
Q4 		$343K Sell
1,704
-327
-16% -$69.1K 0.04% 137
2021
Q3 		$448K Buy
2,031
+247
+14% +$55.1K 0.06% 122
2021
Q2 		$427K Buy
1,784
+69
+4% +$16.7K 0.06% 116
2021
Q1 		$437K Sell
1,715
-388
-18% -$86.2K 0.06% 114
2020
Q4 		$450K Sell
2,103
-46
-2% -$8.84K 0.06% 112
2020
Q3 		$355K Sell
2,149
-1,212
-36% -$207K 0.06% 116
2020
Q2 		$616K Sell
3,361
-90
-3% -$13.8K 0.09% 99
2020
Q1 		$515K Buy
3,451
+845
+32% +$231K 0.09% 105
2019
Q4 		$849K Sell
2,606
-5
-0.2% -$1.77K 0.13% 68
2019
Q3 		$993K Sell
2,611
-7
-0.3% -$2.5K 0.15% 62
2019
Q2 		$953K Buy
2,618
+78
+3% +$28.4K 0.15% 54
2019
Q1 		$969K Buy
+2,540
New +$978K 0.16% 52

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicolet Advisory Services's BA Position: Q4 2025 in Review

Nicolet Advisory Services increased its Boeing (BA) stake by 10% in Q4 2025, buying an estimated $381K and bringing the position to 20,406 shares worth $4.89M. The position accounts for 0.33% of the portfolio, ranked #45.

Nicolet Advisory Services first reported a position in BA in Q1 2019 and has held it in 28 quarters since. 2,528 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Nicolet Advisory Services held 20,406 shares of Boeing worth $4.89M as of Q4 2025.
  • Nicolet Advisory Services bought 1,851 Boeing shares in Q4 2025, an estimated $381K.
  • Boeing made up 0.33% of Nicolet Advisory Services's portfolio in Q4 2025, its #45 holding.
  • Nicolet Advisory Services first reported a position in Boeing in Q1 2019 and has held it in 28 quarters since.
  • 2,528 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.