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Waratah Capital Advisors’s Boeing BA Stock Holding History

Waratah Capital 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
2025
Q3 		– Sell
-22,181
Closed -$4.65M – 190
2025
Q2 		$4.65M Buy
22,181
+11,772
+113% +$2.22M 0.12% 106
2025
Q1 		$1.78M Sell
10,409
-59,117
-85% -$10.2M 0.05% 131
2024
Q4 		$12.3M Buy
+69,526
New +$10.9M 0.41% 66
2014
Q2 		– Sell
-26,075
Closed -$3.27M – 67
2014
Q1 		$3.27M Buy
26,075
+15,275
+141% +$1.99M 1.8% 17
2013
Q4 		$1.47M Sell
10,800
-31,300
-74% -$4.07M 0.57% 48
2013
Q3 		$4.95M Sell
42,100
-5,700
-12% -$614K 2.76% 14
2013
Q2 		$4.9M Buy
+47,800
New +$4.54M 3.02% 7

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waratah Capital Advisors's BA Position: Q3 2025 in Review

Waratah Capital Advisors sold out of Boeing (BA) in Q3 2025, closing a stake of 22,181 shares — an estimated $4.65M sold.

Waratah Capital Advisors first reported a position in BA in Q2 2013 and held it in 7 quarters. The position peaked at $12.3M in Q4 2024. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Waratah Capital Advisors reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 22,181 Boeing shares in Q3 2025, an estimated $4.65M.
  • Waratah Capital Advisors first reported a position in Boeing in Q2 2013 and held it in 7 quarters.
  • Waratah Capital Advisors's Boeing position peaked at $12.3M in Q4 2024.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Waratah Capital Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.