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Robertson Stephens Wealth Management’s Boeing BA Stock Holding History

Robertson Stephens Wealth Management’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 		$3.69M Sell
17,059
-277
-2% -$61.6K 0.09% 148
2026
Q1 		$3.45M Buy
17,336
+646
+4% +$147K 0.1% 151
2025
Q4 		$3.62M Buy
16,690
+2,436
+17% +$501K 0.09% 151
2025
Q3 		$3.08M Buy
14,254
+738
+5% +$166K 0.09% 139
2025
Q2 		$2.83M Sell
13,516
-1,031
-7% -$195K 0.09% 148
2025
Q1 		$2.48M Buy
14,547
+500
+4% +$86.5K 0.09% 174
2024
Q4 		$2.49M Sell
14,047
-2,277
-14% -$357K 0.09% 176
2024
Q3 		$2.48M Buy
16,324
+782
+5% +$134K 0.09% 172
2024
Q2 		$2.83M Buy
15,542
+1,875
+14% +$334K 0.14% 117
2024
Q1 		$2.64M Buy
13,667
+349
+3% +$71.7K 0.14% 127
2023
Q4 		$3.47M Sell
13,318
-1,464
-10% -$313K 0.21% 87
2023
Q3 		$2.83M Sell
14,782
-489
-3% -$107K 0.19% 110
2023
Q2 		$3.22M Sell
15,271
-487
-3% -$101K 0.23% 98
2023
Q1 		$3.35M Sell
15,758
-966
-6% -$201K 0.26% 85
2022
Q4 		$3.19M Buy
16,724
+356
+2% +$58.2K 0.31% 74
2022
Q3 		$1.98M Sell
16,368
-1,268
-7% -$194K 0.21% 93
2022
Q2 		$2.41M Buy
17,636
+4,532
+35% +$669K 0.23% 93
2022
Q1 		$2.51M Sell
13,104
-3,528
-21% -$708K 0.21% 93
2021
Q4 		$3.35M Buy
16,632
+1,058
+7% +$224K 0.28% 83
2021
Q3 		$3.42M Sell
15,574
-1,003
-6% -$224K 0.39% 53
2021
Q2 		$3.97M Sell
16,577
-181
-1% -$43.8K 0.48% 43
2021
Q1 		$4.27M Buy
16,758
+953
+6% +$212K 0.68% 32
2020
Q4 		$3.38M Buy
15,805
+1,357
+9% +$261K 0.71% 31
2020
Q3 		$2.39M Buy
14,448
+4,299
+42% +$733K 0.59% 37
2020
Q2 		$1.86M Buy
10,149
+394
+4% +$60.6K 0.54% 43
2020
Q1 		$1.46M Buy
9,755
+2,613
+37% +$715K 0.5% 47
2019
Q4 		$2.33M Buy
7,142
+200
+3% +$70.8K 1.17% 24
2019
Q3 		$2.64M Buy
+6,942
New +$2.48M 1.34% 20

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

Robertson Stephens Wealth Management's BA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Boeing (BA) stake by 1.6% in Q2 2026, selling an estimated $61.6K and leaving 17,059 shares worth $3.69M. The position accounts for 0.09% of the portfolio, ranked #148.

Robertson Stephens Wealth Management first reported a position in BA in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.27M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Robertson Stephens Wealth Management held 17,059 shares of Boeing worth $3.69M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 277 Boeing shares in Q2 2026, an estimated $61.6K.
  • Boeing made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Robertson Stephens Wealth Management first reported a position in Boeing in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Boeing position peaked at $4.27M in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.