Olistico Wealth’s Boeing BA Stock Holding History

Olistico 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 Q3	$55.8K	Hold	300	–	–	0.02%	159
2026 Q2	$64.9K	Hold	300	–	–	0.03%	148
2026 Q1	$59.7K	Hold	300	–	–	0.03%	149
2025 Q4	$65.1K	Buy	+300	New	+$61.7K	0.03%	139
2025 Q3	–	Sell	-300	Closed	-$62.9K	–	112
2025 Q2	$62.9K	Hold	300	–	–	0.03%	146
2025 Q1	$51.2K	Hold	300	–	–	0.03%	160
2024 Q4	$53.1K	Hold	300	–	–	0.03%	157
2024 Q3	$45.6K	Buy	300 +15	+5%	+$2.57K	0.03%	167
2024 Q2	$51.9K	Buy	+285	New	+$50.8K	0.03%	160
2024 Q1	–	Sell	-1,715	Closed	-$447K	–	104
2023 Q4	$447K	Sell	1,715 -600	-26%	-$128K	0.35%	65
2023 Q3	$444K	Sell	2,315 -10	-0.4%	-$2.19K	0.4%	66
2023 Q2	$491K	Buy	2,325 +275	+13%	+$57.1K	0.42%	59
2023 Q1	$435K	Buy	+2,050	New	+$426K	0.42%	60

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Olistico Wealth's BA Position: Q3 2026 in Review

Olistico Wealth held its Boeing (BA) position steady in Q3 2026 at 300 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #159.

Olistico Wealth first reported a position in BA in Q1 2023 and has held it in 13 quarters since. The position peaked at $491K in Q2 2023. 557 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Olistico Wealth held 300 shares of Boeing worth $55.8K as of Q3 2026.
Olistico Wealth left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #159 holding.
Olistico Wealth first reported a position in Boeing in Q1 2023 and has held it in 13 quarters since.
Olistico Wealth's Boeing position peaked at $491K in Q2 2023.
557 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.