TWP
BA icon

Triad Wealth Partners’s Boeing BA Stock Holding History

Triad Wealth Partners’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 		$519K Buy
2,223
+533
+32% +$119K 0.03% 305
2026
Q1 		$336K Buy
1,690
+134
+9% +$30.5K 0.03% 368
2025
Q4 		$338K Buy
1,556
+156
+11% +$32.1K 0.03% 356
2025
Q3 		$302K Buy
1,400
+89
+7% +$20.1K 0.04% 293
2025
Q2 		$275K Buy
+1,311
New +$248K 0.06% 231
2024
Q3 		– Sell
-112
Closed -$20.4K – 123
2024
Q2 		$20.4K Buy
+112
New +$20K 0.01% 342

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Triad Wealth Partners's BA Position: Q2 2026 in Review

Triad Wealth Partners increased its Boeing (BA) stake by 32% in Q2 2026, buying an estimated $119K and bringing the position to 2,223 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #305.

Triad Wealth Partners first reported a position in BA in Q2 2024 and has held it in 6 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Triad Wealth Partners held 2,223 shares of Boeing worth $519K as of Q2 2026.
  • Triad Wealth Partners bought 533 Boeing shares in Q2 2026, an estimated $119K.
  • Boeing made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #305 holding.
  • Triad Wealth Partners first reported a position in Boeing in Q2 2024 and has held it in 6 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.