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Prestige Wealth Management Group’s Boeing BA Stock Holding History

Prestige Wealth Management Group’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
Q2 		$199K Sell
921
-78
-8% -$17.4K 0.04% 164
2026
Q1 		$199K Buy
999
+38
+4% +$8.65K 0.04% 162
2025
Q4 		$209K Buy
961
+17
+2% +$3.5K 0.04% 162
2025
Q3 		$204K Buy
944
+2
+0.2% +$451 0.04% 170
2025
Q2 		$197K Hold
942
– – 0.04% 167
2025
Q1 		$161K Sell
942
-80
-8% -$13.8K 0.03% 163
2024
Q4 		$181K Sell
1,022
-3
-0.3% -$471 0.04% 163
2024
Q3 		$156K Buy
1,025
+145
+16% +$24.9K 0.03% 166
2024
Q2 		$160K Sell
880
-2
-0.2% -$356 0.03% 148
2024
Q1 		$170K Sell
882
-1
-0.1% -$205 0.04% 165
2023
Q4 		$230K Sell
883
-22
-2% -$4.71K 0.05% 133
2023
Q3 		$173K Sell
905
-32
-3% -$7K 0.04% 141
2023
Q2 		$198K Buy
937
+16
+2% +$3.32K 0.05% 150
2023
Q1 		$196K Sell
921
-7
-0.8% -$1.45K 0.05% 151
2022
Q4 		$177K Buy
928
+30
+3% +$4.91K 0.05% 142
2022
Q3 		$109K Buy
898
+3
+0.3% +$460 0.03% 167
2022
Q2 		$122K Sell
895
-28
-3% -$4.13K 0.03% 162
2022
Q1 		$177K Buy
923
+21
+2% +$4.21K 0.04% 147
2021
Q4 		$181K Sell
902
-50
-5% -$10.6K 0.04% 146
2021
Q3 		$209K Sell
952
-12
-1% -$2.68K 0.05% 133
2021
Q2 		$231K Hold
964
– – 0.06% 115
2021
Q1 		$245K Sell
964
-23
-2% -$5.11K 0.07% 105
2020
Q4 		$211K Buy
987
+129
+15% +$24.8K 0.06% 122
2020
Q3 		$142K Buy
858
+40
+5% +$6.82K 0.04% 140
2020
Q2 		$150K Buy
818
+59
+8% +$9.07K 0.05% 120
2020
Q1 		$113K Buy
759
+234
+45% +$64.1K 0.05% 111
2019
Q4 		$171K Hold
525
– – 0.09% 128
2019
Q3 		$200K Hold
525
– – 0.12% 109
2019
Q2 		$191K Sell
525
-100
-16% -$36.5K 0.12% 111
2019
Q1 		$238K Sell
625
-174
-22% -$67K 0.15% 104
2018
Q4 		$258K Buy
+799
New +$276K 0.19% 95

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prestige Wealth Management Group's BA Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Boeing (BA) stake by 7.8% in Q2 2026, selling an estimated $17.4K and leaving 921 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #164.

Prestige Wealth Management Group first reported a position in BA in Q4 2018 and has held it in 31 quarters since. The position peaked at $258K in Q4 2018. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Prestige Wealth Management Group held 921 shares of Boeing worth $199K as of Q2 2026.
  • Prestige Wealth Management Group sold 78 Boeing shares in Q2 2026, an estimated $17.4K.
  • Boeing made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #164 holding.
  • Prestige Wealth Management Group first reported a position in Boeing in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Boeing position peaked at $258K in Q4 2018.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.