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Redwood Wealth Management Group’s Boeing BA Stock Holding History

Redwood 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 		– Sell
-1,963
Closed -$391K – 12
2026
Q1 		$391K Buy
1,963
+345
+21% +$78.6K 0.17% 107
2025
Q4 		$351K Buy
1,618
+297
+22% +$61.1K 0.15% 123
2025
Q3 		$285K Buy
1,321
+185
+16% +$41.7K 0.12% 141
2025
Q2 		$238K Buy
+1,136
New +$215K 0.11% 160
2025
Q1 		– Sell
-1,138
Closed -$202K – 159
2024
Q4 		$202K Buy
+1,138
New +$179K 0.1% 159
2024
Q3 		– Sell
-1,137
Closed -$207K – 245
2024
Q2 		$207K Sell
1,137
-176
-13% -$31.4K 0.16% 114
2024
Q1 		$253K Sell
1,313
-25
-2% -$5.14K 0.27% 99
2023
Q4 		$349K Sell
1,338
-10
-0.7% -$2.14K 0.39% 82
2023
Q3 		$258K Hold
1,348
– – 0.3% 98
2023
Q2 		$285K Buy
1,348
+100
+8% +$20.8K 0.32% 89
2023
Q1 		$265K Sell
1,248
-75
-6% -$15.6K 0.3% 100
2022
Q4 		$252K Buy
+1,323
New +$216K 0.31% 92

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

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

Redwood Wealth Management Group sold out of Boeing (BA) in Q2 2026, closing a stake of 1,963 shares — an estimated $391K sold.

Redwood Wealth Management Group first reported a position in BA in Q4 2022 and held it in 12 quarters. The position peaked at $391K in Q1 2026. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,963 Boeing shares in Q2 2026, an estimated $391K.
  • Redwood Wealth Management Group first reported a position in Boeing in Q4 2022 and held it in 12 quarters.
  • Redwood Wealth Management Group's Boeing position peaked at $391K in Q1 2026.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.