Premier Path Wealth Partners
BA icon

Premier Path Wealth Partners’s Boeing BA Stock Holding History

Premier Path Wealth Partners’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 		$1.06M Sell
5,711
-1,276
-18% -$274K 0.12% 152
2026
Q2 		$1.51M Sell
6,987
-846
-11% -$188K 0.17% 123
2026
Q1 		$1.56M Sell
7,833
-669
-8% -$152K 0.2% 111
2025
Q4 		$1.85M Sell
8,502
-737
-8% -$152K 0.24% 91
2025
Q3 		$1.99M Buy
9,239
+572
+7% +$129K 0.26% 84
2025
Q2 		$1.82M Sell
8,667
-1,163
-12% -$220K 0.25% 91
2025
Q1 		$1.68M Sell
9,830
-671
-6% -$116K 0.26% 91
2024
Q4 		$1.86M Buy
10,501
+918
+10% +$144K 0.28% 82
2024
Q3 		$1.46M Buy
9,583
+1,504
+19% +$258K 0.23% 108
2024
Q2 		$1.47M Sell
8,079
-386
-5% -$68.8K 0.25% 98
2024
Q1 		$1.61M Buy
8,465
+1,254
+17% +$258K 0.3% 86
2023
Q4 		$1.89M Buy
+7,211
New +$1.54M 0.42% 51

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Premier Path Wealth Partners's BA Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Boeing (BA) stake by 18% in Q3 2026, selling an estimated $274K and leaving 5,711 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #152.

Premier Path Wealth Partners first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q3 2025. 474 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Premier Path Wealth Partners held 5,711 shares of Boeing worth $1.06M as of Q3 2026.
  • Premier Path Wealth Partners sold 1,276 Boeing shares in Q3 2026, an estimated $274K.
  • Boeing made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #152 holding.
  • Premier Path Wealth Partners first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Boeing position peaked at $1.99M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.