UFPG
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United Financial Planning Group’s Boeing BA Stock Holding History

United Financial Planning 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 		$124K Sell
574
-53
-8% -$11.8K 0.06% 71
2026
Q1 		$125K Buy
627
+15
+2% +$3.42K 0.07% 59
2025
Q4 		$133K Buy
612
+55
+10% +$11.3K 0.08% 64
2025
Q3 		$120K Buy
+557
New +$126K 0.08% 58

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 Financial Planning Group's BA Position: Q2 2026 in Review

United Financial Planning Group reduced its Boeing (BA) stake by 8.5% in Q2 2026, selling an estimated $11.8K and leaving 574 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #71.

United Financial Planning Group first reported a position in BA in Q3 2025 and has held it in 4 quarters since. The position peaked at $133K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • United Financial Planning Group held 574 shares of Boeing worth $124K as of Q2 2026.
  • United Financial Planning Group sold 53 Boeing shares in Q2 2026, an estimated $11.8K.
  • Boeing made up 0.06% of United Financial Planning Group's portfolio in Q2 2026, its #71 holding.
  • United Financial Planning Group first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Boeing position peaked at $133K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.