Thrive Wealth Management
BA icon

Thrive Wealth Management’s Boeing BA Stock Holding History

Thrive Wealth Management’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 		$215K Buy
1,156
+138
+14% +$29.6K 0.03% 244
2026
Q2 		$220K Buy
+1,018
New +$226K 0.03% 235
2026
Q1 		– Sell
-980
Closed -$213K – 234
2025
Q4 		$213K Buy
+980
New +$202K 0.03% 222
2024
Q1 		– Sell
-783
Closed -$204K – 214
2023
Q4 		$204K Buy
+783
New +$167K 0.05% 189

Other funds holding BA

Ninety One (UK)
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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

Thrive Wealth Management's BA Position: Q3 2026 in Review

Thrive Wealth Management increased its Boeing (BA) stake by 14% in Q3 2026, buying an estimated $29.6K and bringing the position to 1,156 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #244.

Thrive Wealth Management first reported a position in BA in Q4 2023 and has held it in 4 quarters since. The position peaked at $220K in Q2 2026. 598 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Thrive Wealth Management held 1,156 shares of Boeing worth $215K as of Q3 2026.
  • Thrive Wealth Management bought 138 Boeing shares in Q3 2026, an estimated $29.6K.
  • Boeing made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #244 holding.
  • Thrive Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 4 quarters since.
  • Thrive Wealth Management's Boeing position peaked at $220K in Q2 2026.
  • 598 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.