Rubicon Advisors’s Boeing BA Stock Holding History

Rubicon 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 Q1	–	Sell	-1,167	Closed	-$253K	–	77
2025 Q4	$253K	Buy	+1,167	New	+$240K	0.23%	74

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rubicon Advisors's BA Position: Q1 2026 in Review

Rubicon Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 1,167 shares — an estimated $253K sold.

Rubicon Advisors first reported a position in BA in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Rubicon Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
Rubicon Advisors sold 1,167 Boeing shares in Q1 2026, an estimated $253K.
Rubicon Advisors first reported a position in Boeing in Q4 2025 and held it in 1 quarter.
Rubicon Advisors's Boeing position peaked at $253K in Q4 2025.
2,520 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Rubicon Advisors's 13F filing for Q1 2026, filed 15 May 2026.