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Regent Peak Wealth Advisors’s Boeing BA Stock Holding History

Regent Peak Wealth 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 		$352K Buy
1,625
+431
+36% +$95.9K 0.07% 134
2026
Q1 		$238K Buy
1,194
+259
+28% +$59K 0.05% 174
2025
Q4 		$203K Sell
935
-292
-24% -$60.1K 0.04% 189
2025
Q3 		$265K Buy
+1,227
New +$277K 0.05% 146
2025
Q1 		$204K Buy
+1,194
New +$207K 0.05% 167
2024
Q2 		– Sell
-1,106
Closed -$213K – 165
2024
Q1 		$213K Buy
1,106
+42
+4% +$8.63K 0.05% 155
2023
Q4 		$277K Sell
1,064
-38
-3% -$8.13K 0.08% 119
2023
Q3 		$211K Buy
1,102
+23
+2% +$5.03K 0.06% 138
2023
Q2 		$228K Buy
1,079
+21
+2% +$4.36K 0.07% 135
2023
Q1 		$225K Buy
+1,058
New +$220K 0.07% 138
2022
Q2 		– Sell
-1,241
Closed -$238K – 157
2022
Q1 		$238K Sell
1,241
-51
-4% -$10.2K 0.07% 143
2021
Q4 		$260K Sell
1,292
-7
-0.5% -$1.48K 0.07% 143
2021
Q3 		$286K Buy
1,299
+4
+0.3% +$892 0.08% 132
2021
Q2 		$293K Buy
1,295
+17
+1% +$4.11K 0.08% 129
2021
Q1 		$325K Buy
1,278
+82
+7% +$18.2K 0.11% 111
2020
Q4 		$256K Buy
+1,196
New +$230K 0.09% 120
2020
Q3 		– Sell
-1,320
Closed -$242K – 129
2020
Q2 		$242K Buy
+1,320
New +$203K 0.11% 106
2020
Q1 		– Sell
-1,584
Closed -$516K – 114
2019
Q4 		$516K Buy
+1,584
New +$561K 0.24% 70

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's BA Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Boeing (BA) stake by 36% in Q2 2026, buying an estimated $95.9K and bringing the position to 1,625 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #134.

Regent Peak Wealth Advisors first reported a position in BA in Q4 2019 and has held it in 18 quarters since. The position peaked at $516K in Q4 2019. 643 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,625 shares of Boeing worth $352K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 431 Boeing shares in Q2 2026, an estimated $95.9K.
  • Boeing made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Regent Peak Wealth Advisors first reported a position in Boeing in Q4 2019 and has held it in 18 quarters since.
  • Regent Peak Wealth Advisors's Boeing position peaked at $516K in Q4 2019.
  • 643 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.