Valeo Financial Advisors’s Boeing BA Stock Holding History

Valeo Financial Advisors’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
2023 Q3	–	Sell	-200	Closed	-$42	–	647
2023 Q2	$42	Buy	+200	New	+$41.5K	﹤0.01%	603
2022 Q4	–	Sell	-100	Closed	-$12K	–	567
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	499
2022 Q2	$14K	Sell	100 -1,500	-94%	-$221K	﹤0.01%	499
2022 Q1	$306K	Buy	1,600 +200	+14%	+$40.1K	0.02%	442
2021 Q4	$237K	Buy	1,400 +600	+75%	+$127K	0.01%	476
2021 Q3	$156K	Sell	800 -100	-11%	-$22.3K	0.01%	520
2021 Q2	$194K	Buy	900 +600	+200%	+$145K	0.01%	445
2021 Q1	$76K	Buy	+300	New	+$66.7K	﹤0.01%	704
2020 Q4	–	Sell	-2,200	Closed	-$363K	–	1674
2020 Q3	$363K	Buy	+2,200	New	+$375K	0.03%	227
2019 Q2	–	Sell	-200	Closed	-$76K	–	1551
2019 Q1	$76K	Hold	200	–	–	0.01%	469
2018 Q4	$64K	Hold	200	–	–	0.01%	463
2018 Q3	$71K	Hold	200	–	–	0.01%	474
2018 Q2	$68K	Buy	+200	New	+$68.8K	0.01%	479

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Valeo Financial Advisors's BA Position: Q2 2026 in Review

Valeo Financial Advisors increased its Boeing (BA) stake by 3.1% in Q2 2026, buying an estimated $192K and bringing the position to 28,828 shares worth $6.24M. The position accounts for 0.13% of the portfolio, ranked #79.

Valeo Financial Advisors first reported a position in BA in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.1M in Q1 2021. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Valeo Financial Advisors held 28,828 shares of Boeing worth $6.24M as of Q2 2026.
Valeo Financial Advisors bought 862 Boeing shares in Q2 2026, an estimated $192K.
Boeing made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #79 holding.
Valeo Financial Advisors first reported a position in Boeing in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Boeing position peaked at $8.1M in Q1 2021.
1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.