Root Financial Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Buy
1,360
+598
+78% +$133K 0.01% 293
2026
Q1
$152K Sell
762
-171
-18% -$38.9K 0.01% 414
2025
Q4
$203K Sell
933
-296
-24% -$60.9K 0.01% 298
2025
Q3
$265K Sell
1,229
-3
-0.2% -$676 0.02% 227
2025
Q2
$258K Buy
+1,232
New +$233K 0.02% 204

Other funds holding BA

Root Financial Partners's BA Position: Q2 2026 in Review

Root Financial Partners increased its Boeing (BA) stake by 78% in Q2 2026, buying an estimated $133K and bringing the position to 1,360 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #293.

Root Financial Partners first reported a position in BA in Q2 2025 and has held it in 5 quarters since. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Root Financial Partners held 1,360 shares of Boeing worth $294K as of Q2 2026.
  • Root Financial Partners bought 598 Boeing shares in Q2 2026, an estimated $133K.
  • Boeing made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #293 holding.
  • Root Financial Partners first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.