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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
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 $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Udine Wealth Management's BA Position: Q2 2026 in Review

Udine Wealth Management increased its Boeing (BA) stake by 4.8% in Q2 2026, buying an estimated $132K and bringing the position to 13,048 shares worth $2.82M. The position accounts for 1.16% of the portfolio, ranked #31.

Udine Wealth Management first reported a position in BA in Q4 2024 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Udine Wealth Management held 13,048 shares of Boeing worth $2.82M as of Q2 2026.
  • Udine Wealth Management bought 595 Boeing shares in Q2 2026, an estimated $132K.
  • Boeing made up 1.16% of Udine Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Udine Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 5 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.