UBS O'Connor’s Boeing BA Stock Holding History

UBS O'Connor’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
2025 Q4	$11.2M	Buy	+51,535	New	+$10.6M	0.3%	31
2025 Q3	–	Sell	-27,675	Closed	-$5.8M	–	300
2025 Q2	$5.8M	Sell	27,675 -6,325	-19%	-$1.19M	0.16%	70
2025 Q1	$5.8M	Buy	34,000 +290	+0.9%	+$50.2K	0.14%	56
2024 Q4	$5.97M	Buy	+33,710	New	+$5.29M	0.15%	79
2023 Q4	–	Sell	-41,700	Closed	-$7.99M	–	521
2023 Q3	$7.99M	Buy	+41,700	New	+$9.12M	0.14%	76
2016 Q1	–	Sell	-7,000	Closed	-$1.01M	–	447
2015 Q4	$1.01M	Sell	7,000 -8,400	-55%	-$1.21M	0.01%	366
2015 Q3	$2.02M	Buy	15,400 +5,076	+49%	+$704K	0.02%	357
2015 Q2	$1.43M	Buy	+10,324	New	+$1.51M	0.01%	495
2015 Q1	–	Sell	-3,642	Closed	-$473K	–	764
2014 Q4	$473K	Buy	+3,642	New	+$462K	0.01%	426
2013 Q3	–	Sell	-10,000	Closed	-$1.02M	–	428
2013 Q2	$1.02M	Buy	+10,000	New	+$950K	0.02%	363

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

UBS O'Connor's BA Position: Q4 2025 in Review

UBS O'Connor opened a new position in Boeing (BA) in Q4 2025: 51,535 shares worth $11.2M. The stake represents 0.3% of the portfolio and ranks #31 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in BA as recently as Q2 2025.

UBS O'Connor first reported a position in BA in Q2 2013 and has held it in 10 quarters since. 2,537 funds tracked by Wall St. Rank hold BA as of Q4 2025.

UBS O'Connor held 51,535 shares of Boeing worth $11.2M as of Q4 2025.
Boeing was a new UBS O'Connor position in Q4 2025.
Boeing made up 0.3% of UBS O'Connor's portfolio in Q4 2025, its #31 holding.
UBS O'Connor first reported a position in Boeing in Q2 2013 and has held it in 10 quarters since.
2,537 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.