North Ridge Wealth Advisors’s Boeing BA Stock Holding History

North Ridge 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 Q1	$557K	Sell	2,797 -100	-3%	-$22.8K	0.31%	30
2025 Q4	$629K	Sell	2,897 -84	-3%	-$17.3K	0.35%	26
2025 Q3	$643K	Hold	2,981	–	–	0.37%	25
2025 Q2	$625K	Buy	2,981 +186	+7%	+$35.1K	0.38%	26
2025 Q1	$477K	Hold	2,795	–	–	0.32%	28
2024 Q4	$495K	Hold	2,795	–	–	0.34%	28
2024 Q3	$425K	Hold	2,795	–	–	0.29%	33
2024 Q2	$509K	Hold	2,795	–	–	0.39%	27
2024 Q1	$539K	Hold	2,795	–	–	0.42%	28
2023 Q4	$728K	Hold	2,795	–	–	0.61%	25
2023 Q3	$536K	Sell	2,795 -65	-2%	-$14.2K	0.52%	28
2023 Q2	$604K	Hold	2,860	–	–	0.58%	28
2023 Q1	$607K	Buy	+2,860	New	+$594K	0.61%	27

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

North Ridge Wealth Advisors's BA Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Boeing (BA) stake by 3.5% in Q1 2026, selling an estimated $22.8K and leaving 2,797 shares worth $557K. The position accounts for 0.31% of the portfolio, ranked #30.

North Ridge Wealth Advisors first reported a position in BA in Q1 2023 and has held it in 13 quarters since. The position peaked at $728K in Q4 2023. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

North Ridge Wealth Advisors held 2,797 shares of Boeing worth $557K as of Q1 2026.
North Ridge Wealth Advisors sold 100 Boeing shares in Q1 2026, an estimated $22.8K.
Boeing made up 0.31% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #30 holding.
North Ridge Wealth Advisors first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Boeing position peaked at $728K in Q4 2023.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.