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Toth Financial Advisory’s Boeing BA Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Hold
0
– -$19.2K – 730
2023
Q3 		– Hold
0
– – – 376

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

Toth Financial Advisory's BA Position: Q2 2026 in Review

Toth Financial Advisory reduced its Boeing (BA) stake by 0.26% in Q2 2026, selling an estimated $1.56K and leaving 2,680 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #168.

Toth Financial Advisory first reported a position in BA in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.76M in Q1 2019. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Toth Financial Advisory held 2,680 shares of Boeing worth $580K as of Q2 2026.
  • Toth Financial Advisory sold 7 Boeing shares in Q2 2026, an estimated $1.56K.
  • Boeing made up 0.06% of Toth Financial Advisory's portfolio in Q2 2026, its #168 holding.
  • Toth Financial Advisory first reported a position in Boeing in Q1 2015 and has held it in 46 quarters since.
  • Toth Financial Advisory's Boeing position peaked at $2.76M in Q1 2019.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.