Root Financial Partners
BA icon

Root Financial Partners’s Boeing BA Stock Holding History

Root Financial Partners’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
Q3 		$251K Sell
1,351
-9
-0.7% -$1.93K 0.01% 359
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's BA Position: Q3 2026 in Review

Root Financial Partners reduced its Boeing (BA) stake by 0.66% in Q3 2026, selling an estimated $1.93K and leaving 1,351 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #359.

Root Financial Partners first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $294K in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Root Financial Partners held 1,351 shares of Boeing worth $251K as of Q3 2026.
  • Root Financial Partners sold 9 Boeing shares in Q3 2026, an estimated $1.93K.
  • Boeing made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #359 holding.
  • Root Financial Partners first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
  • Root Financial Partners's Boeing position peaked at $294K in Q2 2026.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.