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Ullmann Wealth Partners Group’s Boeing BA Stock Holding History

Ullmann Wealth Partners Group’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
Q1 		$264K Sell
1,326
-308
-19% -$70.1K 0.03% 139
2025
Q4 		$328K Sell
1,634
-2
-0.1% -$411 0.03% 123
2025
Q3 		$353K Buy
1,636
+6
+0.4% +$1.35K 0.04% 118
2025
Q2 		$342K Buy
1,630
+27
+2% +$5.1K 0.04% 113
2025
Q1 		$273K Hold
1,603
– – 0.04% 119
2024
Q4 		$284K Sell
1,603
-11
-0.7% -$1.73K 0.04% 116
2024
Q3 		$245K Buy
1,614
+359
+29% +$61.6K 0.03% 120
2024
Q2 		$228K Sell
1,255
-18
-1% -$3.21K 0.03% 103
2024
Q1 		$246K Buy
1,273
+3
+0.2% +$616 0.04% 101
2023
Q4 		$331K Sell
1,270
-3
-0.2% -$642 0.05% 84
2023
Q3 		$244K Buy
1,273
+267
+27% +$58.4K 0.05% 90
2023
Q2 		$212K Buy
1,006
+5
+0.5% +$1.04K 0.04% 95
2023
Q1 		$213K Buy
+1,001
New +$208K 0.05% 87
2021
Q3 		– Sell
-843
Closed -$202K – 83
2021
Q2 		$202K Buy
843
+3
+0.4% +$725 0.08% 82
2021
Q1 		$214K Buy
+840
New +$187K 0.1% 79

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return