Udine Wealth Management
BA icon

Udine Wealth Management’s Boeing BA Stock Holding History

Udine Wealth Management’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 		– Sell
-13,048
Closed -$2.82M – 39
2026
Q2 		$2.82M Buy
13,048
+595
+5% +$132K 1.16% 31
2026
Q1 		$2.48M Buy
+12,453
New +$2.84M 1.21% 25
2025
Q4 		– Sell
-2,254
Closed -$486K – 36
2025
Q3 		$486K Buy
2,254
+543
+32% +$122K 0.23% 35
2025
Q2 		$359K Buy
+1,711
New +$323K 0.19% 34
2025
Q1 		– Sell
-11,315
Closed -$2M – 29
2024
Q4 		$2M Buy
+11,315
New +$1.78M 1.29% 23

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Udine Wealth Management's BA Position: Q3 2026 in Review

Udine Wealth Management sold out of Boeing (BA) in Q3 2026, closing a stake of 13,048 shares — an estimated $2.82M sold.

Udine Wealth Management first reported a position in BA in Q4 2024 and held it in 5 quarters. The position peaked at $2.82M in Q2 2026. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Udine Wealth Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Udine Wealth Management sold 13,048 Boeing shares in Q3 2026, an estimated $2.82M.
  • Udine Wealth Management first reported a position in Boeing in Q4 2024 and held it in 5 quarters.
  • Udine Wealth Management's Boeing position peaked at $2.82M in Q2 2026.
  • 1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.