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QTR Family Wealth’s Boeing BA Stock Holding History

QTR Family 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
Q2 		$445K Buy
2,056
+585
+40% +$130K 0.16% 142
2026
Q1 		$329K Buy
1,471
+536
+57% +$122K 0.14% 173
2025
Q4 		$227K Buy
+935
New +$192K 0.1% 244
2025
Q2 		– Sell
-1,615
Closed -$275K – 187
2025
Q1 		$275K Buy
+1,615
New +$280K 0.21% 119

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

QTR Family Wealth's BA Position: Q2 2026 in Review

QTR Family Wealth increased its Boeing (BA) stake by 40% in Q2 2026, buying an estimated $130K and bringing the position to 2,056 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #142.

QTR Family Wealth first reported a position in BA in Q1 2025 and has held it in 4 quarters since. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • QTR Family Wealth held 2,056 shares of Boeing worth $445K as of Q2 2026.
  • QTR Family Wealth bought 585 Boeing shares in Q2 2026, an estimated $130K.
  • Boeing made up 0.16% of QTR Family Wealth's portfolio in Q2 2026, its #142 holding.
  • QTR Family Wealth first reported a position in Boeing in Q1 2025 and has held it in 4 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.