RZH
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Relyea Zuckerberg Hanson’s Boeing BA Stock Holding History

Relyea Zuckerberg Hanson’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
Q1 		$230K Buy
1,154
+22
+2% +$5.01K 0.02% 248
2025
Q4 		$246K Sell
1,132
-29
-2% -$5.96K 0.02% 232
2025
Q3 		$251K Sell
1,161
-82
-7% -$18.5K 0.03% 236
2025
Q2 		$260K Buy
+1,243
New +$235K 0.03% 226
2024
Q4 		– Sell
-2,141
Closed -$326K – 256
2024
Q3 		$326K Sell
2,141
-618
-22% -$106K 0.05% 188
2024
Q2 		$502K Buy
2,759
+128
+5% +$22.8K 0.08% 123
2024
Q1 		$508K Sell
2,631
-38
-1% -$7.81K 0.09% 125
2023
Q4 		$696K Sell
2,669
-61
-2% -$13K 0.14% 91
2023
Q3 		$523K Buy
2,730
+62
+2% +$13.6K 0.12% 103
2023
Q2 		$563K Buy
2,668
+26
+1% +$5.4K 0.13% 101
2023
Q1 		$561K Buy
2,642
+45
+2% +$9.35K 0.14% 95
2022
Q4 		$495K Buy
+2,597
New +$425K 0.14% 97

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return