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SageView Advisory Group’s Boeing BA Stock Holding History

SageView Advisory Group’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 		$619K Buy
2,861
+123
+4% +$27.4K 0.02% 327
2026
Q1 		$545K Sell
2,738
-70
-2% -$15.9K 0.02% 338
2025
Q4 		$610K Sell
2,808
-1,635
-37% -$336K 0.02% 326
2025
Q3 		$959K Sell
4,443
-251
-5% -$56.6K 0.03% 270
2025
Q2 		$1.11M Buy
4,694
+1,246
+36% +$235K 0.04% 231
2025
Q1 		$588K Buy
3,448
+401
+13% +$69.4K 0.03% 314
2024
Q4 		$539K Buy
3,047
+915
+43% +$144K 0.02% 333
2024
Q3 		$324K Sell
2,132
-2,484
-54% -$426K 0.02% 373
2024
Q2 		$840K Buy
4,616
+1,809
+64% +$322K 0.04% 248
2024
Q1 		$542K Sell
2,807
-38,049
-93% -$7.82M 0.03% 307
2023
Q4 		$8.19M Buy
40,856
+37,606
+1,157% +$8.04M 0.35% 37
2023
Q3 		$623K Sell
3,250
-114
-3% -$24.9K 0.04% 293
2023
Q2 		$710K Buy
3,364
+1,139
+51% +$237K 0.04% 282
2023
Q1 		$473K Sell
2,225
-250
-10% -$51.9K 0.03% 316
2022
Q4 		$472K Buy
+2,475
New +$405K 0.04% 247

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's BA Position: Q2 2026 in Review

SageView Advisory Group increased its Boeing (BA) stake by 4.5% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,861 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #327.

SageView Advisory Group first reported a position in BA in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.19M in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SageView Advisory Group held 2,861 shares of Boeing worth $619K as of Q2 2026.
  • SageView Advisory Group bought 123 Boeing shares in Q2 2026, an estimated $27.4K.
  • Boeing made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #327 holding.
  • SageView Advisory Group first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Boeing position peaked at $8.19M in Q4 2023.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.