Univest Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $418K | Sell |
2,099
-139
| -6% | -$31.7K | 0.02% | 208 |
|
|
2025
Q4 | $486K | Buy |
2,238
+7
| +0.3% | +$1.44K | 0.03% | 199 |
|
|
2025
Q3 | $481K | Sell |
2,231
-302
| -12% | -$68.1K | 0.03% | 190 |
|
|
2025
Q2 | $531K | Buy |
2,533
+40
| +2% | +$7.55K | 0.03% | 186 |
|
|
2025
Q1 | $425K | Sell |
2,493
-155
| -6% | -$26.8K | 0.03% | 212 |
|
|
2024
Q4 | $469K | Sell |
2,648
-330
| -11% | -$51.8K | 0.03% | 203 |
|
|
2024
Q3 | $453K | Buy |
2,978
+1,606
| +117% | +$275K | 0.03% | 202 |
|
|
2024
Q2 | $250K | Hold |
1,372
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $265K | Hold |
1,372
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $358K | Hold |
1,372
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $263K | Sell |
1,372
-295
| -18% | -$64.5K | 0.09% | 88 |
|
|
2023
Q2 | $352K | Sell |
1,667
-94
| -5% | -$19.5K | 0.11% | 75 |
|
|
2023
Q1 | $374K | Buy |
1,761
+295
| +20% | +$61.3K | 0.12% | 71 |
|
|
2022
Q4 | $279K | Buy |
+1,466
| New | +$240K | 0.09% | 88 |
|
|
2022
Q3 | – | Sell |
-1,466
| Closed | -$200K | – | 101 |
|
|
2022
Q2 | $200K | Sell |
1,466
-4
| -0.3% | -$590 | 0.07% | 100 |
|
|
2022
Q1 | $282K | Buy |
1,470
+4
| +0.3% | +$803 | 0.08% | 93 |
|
|
2021
Q4 | $295K | Hold |
1,466
| – | – | 0.08% | 93 |
|
|
2021
Q3 | $322K | Sell |
1,466
-98
| -6% | -$21.9K | 0.09% | 85 |
|
|
2021
Q2 | $374K | Hold |
1,564
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $398K | Hold |
1,564
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $335K | Hold |
1,564
| – | – | 0.1% | 84 |
|
|
2020
Q3 | $258K | Sell |
1,564
-165
| -10% | -$28.1K | 0.08% | 89 |
|
|
2020
Q2 | $317K | Hold |
1,729
| – | – | 0.1% | 84 |
|
|
2020
Q1 | $258K | Buy |
+1,729
| New | +$473K | 0.1% | 97 |
|
|
2019
Q4 | – | Sell |
-2,077
| Closed | -$790K | – | 103 |
|
|
2019
Q3 | $790K | Buy |
2,077
+182
| +10% | +$65.1K | 0.25% | 59 |
|
|
2019
Q2 | $690K | Hold |
1,895
| – | – | 0.22% | 65 |
|
|
2019
Q1 | $723K | Sell |
1,895
-159
| -8% | -$61.2K | 0.24% | 64 |
|
|
2018
Q4 | $662K | Buy |
2,054
+1,466
| +249% | +$506K | 0.24% | 70 |
|
|
2018
Q3 | $219K | Buy |
+588
| New | +$207K | 0.07% | 103 |
|
|
2017
Q4 | – | Sell |
-788
| Closed | -$200K | – | 95 |
|
|
2017
Q3 | $200K | Buy |
+788
| New | +$184K | 0.08% | 91 |
|
Other funds holding BA
VCM
VPM
Univest Financial's BA Position: Q1 2026 in Review
Univest Financial reduced its Boeing (BA) stake by 6.2% in Q1 2026, selling an estimated $31.7K and leaving 2,099 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #208.
Univest Financial first reported a position in BA in Q3 2017 and has held it in 30 quarters since. The position peaked at $790K in Q3 2019. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Univest Financial held 2,099 shares of Boeing worth $418K as of Q1 2026.
- Univest Financial sold 139 Boeing shares in Q1 2026, an estimated $31.7K.
- Boeing made up 0.02% of Univest Financial's portfolio in Q1 2026, its #208 holding.
- Univest Financial first reported a position in Boeing in Q3 2017 and has held it in 30 quarters since.
- Univest Financial's Boeing position peaked at $790K in Q3 2019.
- 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.