UAG
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United Advisor Group’s Boeing BA Stock Holding History

United Advisor 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
Q2 		$469K Sell
2,165
-22
-1% -$4.89K 0.05% 331
2026
Q1 		$435K Buy
2,187
+107
+5% +$24.4K 0.05% 320
2025
Q4 		$452K Buy
2,080
+17
+0.8% +$3.5K 0.06% 297
2025
Q3 		$445K Buy
2,063
+649
+46% +$146K 0.06% 282
2025
Q2 		$296K Buy
+1,414
New +$267K 0.05% 313
2025
Q1 		– Sell
-2,443
Closed -$432K – 350
2024
Q4 		$432K Buy
2,443
+16
+0.7% +$2.51K 0.09% 221
2024
Q3 		$369K Buy
+2,427
New +$416K 0.08% 242

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's BA Position: Q2 2026 in Review

United Advisor Group reduced its Boeing (BA) stake by 1% in Q2 2026, selling an estimated $4.89K and leaving 2,165 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #331.

United Advisor Group first reported a position in BA in Q3 2024 and has held it in 7 quarters since. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • United Advisor Group held 2,165 shares of Boeing worth $469K as of Q2 2026.
  • United Advisor Group sold 22 Boeing shares in Q2 2026, an estimated $4.89K.
  • Boeing made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #331 holding.
  • United Advisor Group first reported a position in Boeing in Q3 2024 and has held it in 7 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.