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Realta Investment Advisors’s Boeing BA Stock Holding History

Realta Investment Advisors’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 		$1.11M Buy
5,111
+395
+8% +$87.9K 0.34% 73
2026
Q1 		$939K Buy
4,716
+875
+23% +$199K 0.33% 83
2025
Q4 		$834K Buy
3,841
+210
+6% +$43.2K 0.27% 82
2025
Q3 		$784K Buy
3,631
+2,613
+257% +$589K 0.26% 82
2025
Q2 		$213K Sell
1,018
-2,422
-70% -$457K 0.08% 175
2025
Q1 		$587K Buy
3,440
+205
+6% +$35.5K 0.27% 92
2024
Q4 		$550K Buy
3,235
+1,735
+116% +$272K 0.23% 95
2024
Q3 		$223K Sell
1,500
-3,330
-69% -$571K 0.1% 171
2024
Q2 		$879K Sell
4,830
-175
-3% -$31.2K 0.17% 132
2024
Q1 		$966K Sell
5,005
-976
-16% -$201K 0.2% 122
2023
Q4 		$1.56M Buy
5,981
+53
+0.9% +$11.3K 0.35% 58
2023
Q3 		$1.25M Sell
5,928
-870
-13% -$190K 0.29% 80
2023
Q2 		$1.44M Sell
6,798
-388
-5% -$80.6K 0.31% 69
2023
Q1 		$1.53M Sell
7,186
-419
-6% -$87.1K 0.37% 64
2022
Q4 		$1.45M Buy
7,605
+111
+1% +$18.2K 0.35% 63
2022
Q3 		$907K Sell
7,494
-1,461
-16% -$224K 0.24% 103
2022
Q2 		$1.25M Sell
8,955
-174
-2% -$25.7K 0.31% 74
2022
Q1 		$1.75M Buy
9,129
+1,739
+24% +$349K 0.35% 61
2021
Q4 		$1.49M Buy
7,390
+1,435
+24% +$303K 0.33% 68
2021
Q3 		$1.31M Sell
5,955
-238
-4% -$53.1K 0.31% 72
2021
Q2 		$1.48M Sell
6,193
-210
-3% -$50.8K 0.35% 62
2021
Q1 		$1.63M Sell
6,403
-626
-9% -$139K 0.43% 54
2020
Q4 		$1.5M Buy
7,029
+646
+10% +$124K 0.43% 53
2020
Q3 		$1.05M Sell
6,383
-856
-12% -$146K 0.35% 63
2020
Q2 		$1.33M Buy
7,239
+2,301
+47% +$354K 0.44% 47
2020
Q1 		$736K Sell
4,938
-645
-12% -$177K 0.32% 79
2019
Q4 		$2.04M Buy
5,583
+853
+18% +$302K 0.56% 25
2019
Q3 		$1.8M Sell
4,730
-332
-7% -$119K 0.49% 30
2019
Q2 		$1.83M Buy
5,062
+2,039
+67% +$744K 0.51% 28
2019
Q1 		$1.15M Buy
+3,023
New +$1.16M 0.53% 31

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

Realta Investment Advisors's BA Position: Q2 2026 in Review

Realta Investment Advisors increased its Boeing (BA) stake by 8.4% in Q2 2026, buying an estimated $87.9K and bringing the position to 5,111 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #73.

Realta Investment Advisors first reported a position in BA in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.04M in Q4 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Realta Investment Advisors held 5,111 shares of Boeing worth $1.11M as of Q2 2026.
  • Realta Investment Advisors bought 395 Boeing shares in Q2 2026, an estimated $87.9K.
  • Boeing made up 0.34% of Realta Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Realta Investment Advisors first reported a position in Boeing in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Boeing position peaked at $2.04M in Q4 2019.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.