SAG
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's BA Position: Q4 2025 in Review

SageView Advisory Group reduced its Boeing (BA) stake by 37% in Q4 2025, selling an estimated $336K and leaving 2,808 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #326.

SageView Advisory Group first reported a position in BA in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.19M in Q4 2023. 2,529 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • SageView Advisory Group held 2,808 shares of Boeing worth $610K as of Q4 2025.
  • SageView Advisory Group sold 1,635 Boeing shares in Q4 2025, an estimated $336K.
  • Boeing made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #326 holding.
  • SageView Advisory Group first reported a position in Boeing in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Boeing position peaked at $8.19M in Q4 2023.
  • 2,529 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.