RTD Financial Advisors’s Boeing BA Stock Holding History

RTD Financial 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	$349K	Buy	1,611 +169	+12%	+$37.6K	0.04%	107
2026 Q1	$287K	Hold	1,442	–	–	0.04%	105
2025 Q4	$313K	Hold	1,442	–	–	0.04%	104
2025 Q3	$311K	Hold	1,442	–	–	0.04%	97
2025 Q2	$302K	Hold	1,442	–	–	0.04%	93
2025 Q1	$246K	Hold	1,442	–	–	0.03%	108
2024 Q4	$255K	Hold	1,442	–	–	0.03%	109
2024 Q3	$219K	Hold	1,442	–	–	0.03%	110
2024 Q2	$262K	Hold	1,442	–	–	0.04%	103
2024 Q1	$278K	Hold	1,442	–	–	0.04%	94
2023 Q4	$376K	Sell	1,442 -258	-15%	-$55.2K	0.05%	86
2023 Q3	$326K	Hold	1,700	–	–	0.05%	87
2023 Q2	$359K	Buy	1,700 +246	+17%	+$51.1K	0.05%	84
2023 Q1	$309K	Hold	1,454	–	–	0.05%	89
2022 Q4	$277K	Sell	1,454 -258	-15%	-$42.2K	0.05%	89
2022 Q3	$207K	Sell	1,712 -219	-11%	-$33.6K	0.04%	91
2022 Q2	$264K	Sell	1,931 -7	-0.4%	-$1.03K	0.04%	97
2022 Q1	$371K	Sell	1,938 -68	-3%	-$13.6K	0.05%	90
2021 Q4	$404K	Buy	+2,006	New	+$424K	0.05%	88

Other funds holding BA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RTD Financial Advisors's BA Position: Q2 2026 in Review

RTD Financial Advisors increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,611 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #107.

RTD Financial Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q4 2021. 975 funds tracked by Wall St. Rank hold BA as of Q2 2026.

RTD Financial Advisors held 1,611 shares of Boeing worth $349K as of Q2 2026.
RTD Financial Advisors bought 169 Boeing shares in Q2 2026, an estimated $37.6K.
Boeing made up 0.04% of RTD Financial Advisors's portfolio in Q2 2026, its #107 holding.
RTD Financial Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Boeing position peaked at $404K in Q4 2021.
975 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.