Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Sell
5,040
-555
-10% -$123K 0.55% 50
2026
Q1
$1.11M Buy
5,595
+3,157
+129% +$719K 0.62% 43
2025
Q4
$529K Buy
2,438
+200
+9% +$41.1K 0.3% 92
2025
Q3
$483K Hold
2,238
0.26% 99
2025
Q2
$469K Buy
2,238
+100
+5% +$18.9K 0.28% 102
2025
Q1
$365K Buy
2,138
+725
+51% +$125K 0.23% 118
2024
Q4
$250K Buy
+1,413
New +$222K 0.15% 138

Other funds holding BA

ViaWealth's BA Position: Q2 2026 in Review

ViaWealth reduced its Boeing (BA) stake by 9.9% in Q2 2026, selling an estimated $123K and leaving 5,040 shares worth $1.09M. The position accounts for 0.55% of the portfolio, ranked #50.

ViaWealth first reported a position in BA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • ViaWealth held 5,040 shares of Boeing worth $1.09M as of Q2 2026.
  • ViaWealth sold 555 Boeing shares in Q2 2026, an estimated $123K.
  • Boeing made up 0.55% of ViaWealth's portfolio in Q2 2026, its #50 holding.
  • ViaWealth first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • ViaWealth's Boeing position peaked at $1.11M in Q1 2026.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.