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SteelPeak Wealth’s Boeing BA Stock Holding History

SteelPeak Wealth’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
Q2 		– Hold
0
– -$119K – 578
2025
Q1 		– Hold
0
– – – 509
2024
Q4 		– Hold
0
– – – 500
2024
Q2 		– Hold
0
– -$38.6K – 543
2024
Q1 		– Hold
0
– – – 465
2020
Q2 		– Sell
-1,000
Closed -$149K – 274
2020
Q1 		$149K Buy
+1,000
New +$274K 0.02% 218

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

SteelPeak Wealth's BA Position: Q2 2026 in Review

SteelPeak Wealth reduced its Boeing (BA) stake by 56% in Q2 2026, selling an estimated $3.49M and leaving 12,497 shares worth $2.71M. The position accounts for 0.07% of the portfolio, ranked #199.

SteelPeak Wealth first reported a position in BA in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.53M in Q3 2021. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SteelPeak Wealth held 12,497 shares of Boeing worth $2.71M as of Q2 2026.
  • SteelPeak Wealth sold 15,708 Boeing shares in Q2 2026, an estimated $3.49M.
  • Boeing made up 0.07% of SteelPeak Wealth's portfolio in Q2 2026, its #199 holding.
  • SteelPeak Wealth first reported a position in Boeing in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Boeing position peaked at $7.53M in Q3 2021.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.