Opal Wealth Advisors
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Opal Wealth Advisors’s Boeing BA Stock Holding History

Opal 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
Q3 		– Sell
-1,256
Closed -$272K – 228
2026
Q2 		$272K Buy
1,256
+2
+0.2% +$445 0.06% 173
2026
Q1 		$250K Sell
1,254
-195
-13% -$44.4K 0.06% 173
2025
Q4 		$315K Buy
1,449
+121
+9% +$24.9K 0.08% 153
2025
Q3 		$287K Sell
1,328
-127
-9% -$28.6K 0.08% 148
2025
Q2 		$305K Buy
1,455
+85
+6% +$16.1K 0.08% 135
2025
Q1 		$234K Buy
1,370
+11
+0.8% +$1.9K 0.07% 158
2024
Q4 		$241K Sell
1,359
-77
-5% -$12.1K 0.07% 160
2024
Q3 		$218K Buy
1,436
+91
+7% +$15.6K 0.07% 171
2024
Q2 		$245K Sell
1,345
-19
-1% -$3.39K 0.08% 146
2024
Q1 		$263K Buy
1,364
+45
+3% +$9.25K 0.09% 135
2023
Q4 		$344K Buy
1,319
+5
+0.4% +$1.07K 0.14% 113
2023
Q3 		$252K Buy
1,314
+17
+1% +$3.72K 0.15% 120
2023
Q2 		$274K Buy
+1,297
New +$269K 0.14% 108

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Opal Wealth Advisors's BA Position: Q3 2026 in Review

Opal Wealth Advisors sold out of Boeing (BA) in Q3 2026, closing a stake of 1,256 shares — an estimated $272K sold.

Opal Wealth Advisors first reported a position in BA in Q2 2023 and held it in 13 quarters. The position peaked at $344K in Q4 2023. 561 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Opal Wealth Advisors reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,256 Boeing shares in Q3 2026, an estimated $272K.
  • Opal Wealth Advisors first reported a position in Boeing in Q2 2023 and held it in 13 quarters.
  • Opal Wealth Advisors's Boeing position peaked at $344K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.