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 Q3	$385K	Sell	2,068 -97	-4%	-$20.8K	0.04%	396
2026 Q2	$469K	Sell	2,165 -22	-1%	-$4.9K	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 New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

United Advisor Group's BA Position: Q3 2026 in Review

United Advisor Group reduced its Boeing (BA) stake by 4.5% in Q3 2026, selling an estimated $20.8K and leaving 2,068 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #396.

United Advisor Group first reported a position in BA in Q3 2024 and has held it in 8 quarters since. The position peaked at $469K in Q2 2026. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

United Advisor Group held 2,068 shares of Boeing worth $385K as of Q3 2026.
United Advisor Group sold 97 Boeing shares in Q3 2026, an estimated $20.8K.
Boeing made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #396 holding.
United Advisor Group first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's Boeing position peaked at $469K in Q2 2026.
2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.