Sagespring Wealth Partners
BA icon

Sagespring Wealth Partners’s Boeing BA Stock Holding History

Sagespring Wealth 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 		$1.84M Sell
9,889
-822
-8% -$176K 0.03% 237
2026
Q2 		$2.32M Sell
10,711
-256
-2% -$57K 0.04% 196
2026
Q1 		$2.18M Sell
10,967
-216
-2% -$49.2K 0.04% 185
2025
Q4 		$2.43M Buy
11,183
+607
+6% +$125K 0.04% 167
2025
Q3 		$2.28M Sell
10,576
-10
-0.1% -$2.26K 0.04% 168
2025
Q2 		$2.22M Buy
10,586
+3,421
+48% +$646K 0.05% 165
2025
Q1 		$1.22M Buy
7,165
+1,181
+20% +$204K 0.03% 212
2024
Q4 		$1.06M Buy
+5,984
New +$939K 0.03% 210

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

Sagespring Wealth Partners's BA Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Boeing (BA) stake by 7.7% in Q3 2026, selling an estimated $176K and leaving 9,889 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #237.

Sagespring Wealth Partners first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q4 2025. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Sagespring Wealth Partners held 9,889 shares of Boeing worth $1.84M as of Q3 2026.
  • Sagespring Wealth Partners sold 822 Boeing shares in Q3 2026, an estimated $176K.
  • Boeing made up 0.03% of Sagespring Wealth Partners's portfolio in Q3 2026, its #237 holding.
  • Sagespring Wealth Partners first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
  • Sagespring Wealth Partners's Boeing position peaked at $2.43M in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.