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Pasadena Private Wealth’s Boeing BA Stock Holding History

Pasadena Private 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
Q1 		$397K Hold
1,996
– – 0.06% 149
2025
Q4 		$433K Hold
1,996
– – 0.06% 147
2025
Q3 		$431K Buy
1,996
+100
+5% +$22.5K 0.06% 131
2025
Q2 		$397K Hold
1,896
– – 0.07% 122
2025
Q1 		$323K Hold
1,896
– – 0.06% 138
2024
Q4 		$336K Hold
1,896
– – 0.07% 118
2024
Q3 		$288K Hold
1,896
– – 0.06% 116
2024
Q2 		$345K Sell
1,896
-238
-11% -$42.4K 0.08% 102
2024
Q1 		$412K Buy
2,134
+67
+3% +$13.8K 0.09% 90
2023
Q4 		$539K Buy
2,067
+9
+0.4% +$1.93K 0.13% 77
2023
Q3 		$394K Buy
+2,058
New +$450K 0.12% 61

Other funds holding BA

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return