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Strata Wealth Advisors’s Boeing BA Stock Holding History

Strata Wealth Advisors’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 		$285K Sell
1,534
-27
-2% -$5.79K 0.07% 81
2026
Q2 		$338K Buy
1,561
+57
+4% +$12.7K 0.08% 71
2026
Q1 		$299K Sell
1,504
-8
-0.5% -$1.82K 0.08% 74
2025
Q4 		$328K Sell
1,512
-468
-24% -$96.2K 0.09% 66
2025
Q3 		$427K Buy
+1,980
New +$446K 0.11% 63
2025
Q1 		– Sell
-1,226
Closed -$217K – 70
2024
Q4 		$217K Buy
+1,226
New +$192K 0.07% 77
2024
Q1 		– Sell
-807
Closed -$210K – 76
2023
Q4 		$210K Buy
+807
New +$173K 0.08% 64

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Strata Wealth Advisors's BA Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Boeing (BA) stake by 1.7% in Q3 2026, selling an estimated $5.79K and leaving 1,534 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #81.

Strata Wealth Advisors first reported a position in BA in Q4 2023 and has held it in 7 quarters since. The position peaked at $427K in Q3 2025. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Strata Wealth Advisors held 1,534 shares of Boeing worth $285K as of Q3 2026.
  • Strata Wealth Advisors sold 27 Boeing shares in Q3 2026, an estimated $5.79K.
  • Boeing made up 0.07% of Strata Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Strata Wealth Advisors first reported a position in Boeing in Q4 2023 and has held it in 7 quarters since.
  • Strata Wealth Advisors's Boeing position peaked at $427K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.