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True Wealth Design’s Boeing BA Stock Holding History

True Wealth Design’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 		$91.5K Sell
492
-462
-48% -$99.1K 0.02% 310
2026
Q2 		$207K Buy
954
+507
+113% +$113K 0.05% 111
2026
Q1 		$89K Buy
447
+149
+50% +$33.9K 0.02% 240
2025
Q4 		$64.7K Buy
298
+85
+40% +$17.5K 0.02% 268
2025
Q3 		$45.9K Buy
213
+11
+5% +$2.48K 0.01% 339
2025
Q2 		$42.3K Buy
202
+67
+50% +$12.7K 0.01% 228
2025
Q1 		$23K Buy
135
+32
+31% +$5.54K 0.01% 322
2024
Q4 		$18.2K Buy
103
+3
+3% +$471 0.01% 337
2024
Q3 		$15.2K Hold
100
– – 0.01% 365
2024
Q2 		$18.2K Hold
100
– – ﹤0.01% 218
2024
Q1 		$19.3K Hold
100
– – ﹤0.01% 216
2023
Q4 		$26.1K Hold
100
– – 0.01% 187
2023
Q3 		$19.2K Hold
100
– – 0.01% 179
2023
Q2 		$21.1K Sell
100
-73
-42% -$15.2K 0.01% 183
2023
Q1 		$36.8K Hold
173
– – 0.02% 177
2022
Q4 		$33K Buy
+173
New +$28.3K 0.02% 167

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

True Wealth Design's BA Position: Q3 2026 in Review

True Wealth Design reduced its Boeing (BA) stake by 48% in Q3 2026, selling an estimated $99.1K and leaving 492 shares worth $91.5K. The position accounts for 0.02% of the portfolio, ranked #310.

True Wealth Design first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $207K in Q2 2026. 261 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • True Wealth Design held 492 shares of Boeing worth $91.5K as of Q3 2026.
  • True Wealth Design sold 462 Boeing shares in Q3 2026, an estimated $99.1K.
  • Boeing made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #310 holding.
  • True Wealth Design first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Boeing position peaked at $207K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.