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Orion Portfolio Solutions’s Boeing BA Stock Holding History

Orion Portfolio Solutions’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
Q1 		$8.53M Buy
49,987
+8,655
+21% +$1.5M 0.08% 235
2024
Q4 		$7.32M Buy
41,332
+1,716
+4% +$269K 0.07% 246
2024
Q3 		$6.02M Sell
39,616
-2,158
-5% -$370K 0.06% 299
2024
Q2 		$7.6M Sell
41,774
-2,091
-5% -$373K 0.08% 234
2024
Q1 		$8.47M Buy
43,865
+32,139
+274% +$6.6M 0.09% 228
2023
Q4 		$2.69M Buy
11,726
+423
+4% +$90.5K 0.03% 493
2023
Q3 		$2.17M Buy
11,303
+245
+2% +$53.6K 0.03% 581
2023
Q2 		$2.34M Sell
11,058
-516
-4% -$107K 0.02% 583
2023
Q1 		$2.46M Buy
11,574
+7,138
+161% +$1.48M 0.03% 512
2022
Q4 		$845K Buy
4,436
+1,169
+36% +$191K 0.03% 356
2022
Q3 		$396K Sell
3,267
-91
-3% -$14K 0.02% 484
2022
Q2 		$459K Sell
3,358
-464
-12% -$68.4K 0.02% 424
2022
Q1 		$732K Sell
3,822
-97
-2% -$19.5K 0.03% 327
2021
Q4 		$789K Buy
3,919
+129
+3% +$27.3K 0.03% 323
2021
Q3 		$834K Buy
3,790
+12
+0.3% +$2.68K 0.03% 281
2021
Q2 		$905K Buy
3,778
+20
+0.5% +$4.83K 0.04% 246
2021
Q1 		$957K Buy
3,758
+140
+4% +$31.1K 0.04% 214
2020
Q4 		$774K Buy
3,618
+119
+3% +$22.9K 0.04% 230
2020
Q3 		$578K Sell
3,499
-8
-0.2% -$1.36K 0.03% 241
2020
Q2 		$643K Sell
3,507
-326
-9% -$50.1K 0.03% 208
2020
Q1 		$572K Sell
3,833
-3,285
-46% -$899K 0.04% 188
2019
Q4 		$2.32M Buy
+7,118
New +$2.52M 0.18% 86

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Orion Portfolio Solutions's BA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Boeing (BA) stake by 21% in Q1 2025, buying an estimated $1.5M and bringing the position to 49,987 shares worth $8.53M. The position accounts for 0.08% of the portfolio, ranked #235.

Orion Portfolio Solutions first reported a position in BA in Q4 2019 and has held it in 22 quarters since. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Orion Portfolio Solutions held 49,987 shares of Boeing worth $8.53M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,655 Boeing shares in Q1 2025, an estimated $1.5M.
  • Boeing made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #235 holding.
  • Orion Portfolio Solutions first reported a position in Boeing in Q4 2019 and has held it in 22 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.