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Shearwater Capital’s Boeing BA Stock Holding History

Shearwater Capital’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 		$251K Sell
1,160
-501
-30% -$111K 0.12% 59
2026
Q1 		$331K Buy
+1,661
New +$378K 0.17% 48

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
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

Shearwater Capital's BA Position: Q2 2026 in Review

Shearwater Capital reduced its Boeing (BA) stake by 30% in Q2 2026, selling an estimated $111K and leaving 1,160 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #59.

Shearwater Capital first reported a position in BA in Q1 2026 and has held it in 2 quarters since. The position peaked at $331K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Shearwater Capital held 1,160 shares of Boeing worth $251K as of Q2 2026.
  • Shearwater Capital sold 501 Boeing shares in Q2 2026, an estimated $111K.
  • Boeing made up 0.12% of Shearwater Capital's portfolio in Q2 2026, its #59 holding.
  • Shearwater Capital first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • Shearwater Capital's Boeing position peaked at $331K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.