TrueWealth Financial Partners’s Boeing BA Stock Holding History

TrueWealth Financial 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	–	Sell	-1,678	Closed	-$334K	–	31
2026 Q1	$334K	Buy	+1,678	New	+$382K	0.13%	44
2023 Q3	–	Sell	-2,200	Closed	-$465K	–	17
2023 Q2	$465K	Hold	2,200	–	–	0.38%	15
2023 Q1	$467K	Buy	2,200 +137	+7%	+$28.5K	0.4%	13
2022 Q4	$393K	Hold	2,063	–	–	0.38%	13
2022 Q3	$250K	Hold	2,063	–	–	0.27%	13
2022 Q2	$282K	Hold	2,063	–	–	0.3%	13
2022 Q1	$395K	Sell	2,063 -111	-5%	-$22.3K	0.38%	13
2021 Q4	$438K	Buy	+2,174	New	+$459K	0.43%	13

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrueWealth Financial Partners's BA Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Boeing (BA) in Q2 2026, closing a stake of 1,678 shares — an estimated $334K sold.

TrueWealth Financial Partners first reported a position in BA in Q4 2021 and held it in 8 quarters. The position peaked at $467K in Q1 2023. 2,608 funds tracked by Wall St. Rank hold BA as of Q2 2026.

TrueWealth Financial Partners reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 1,678 Boeing shares in Q2 2026, an estimated $334K.
TrueWealth Financial Partners first reported a position in Boeing in Q4 2021 and held it in 8 quarters.
TrueWealth Financial Partners's Boeing position peaked at $467K in Q1 2023.
2,608 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.