Wealth Enhancement Advisory Services
BA icon

Wealth Enhancement Advisory Services’s Boeing BA Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$53.9M Buy
340,260
+2,361
+0.7% +$506K 0.08% 221
2026
Q2 		$63.6M Buy
337,899
+60,975
+22% +$13.6M 0.11% 174
2026
Q1 		$47.9M Sell
276,924
-74,948
-21% -$17.1M 0.1% 195
2025
Q4 		$81M Buy
351,872
+121
+0% +$24.9K 0.11% 178
2025
Q3 		$78M Sell
351,751
-2,750
-0.8% -$620K 0.12% 163
2025
Q2 		$76.5M Sell
354,501
-124,358
-26% -$23.5M 0.13% 162
2025
Q1 		$81.7M Sell
478,859
-193,933
-29% -$33.6M 0.16% 129
2024
Q4 		$119M Buy
672,792
+224,325
+50% +$35.2M 0.23% 87
2024
Q3 		$68.2M Buy
448,467
+25,446
+6% +$4.36M 0.15% 140
2024
Q2 		$77M Buy
423,021
+23,057
+6% +$4.11M 0.18% 111
2024
Q1 		$77.2M Buy
399,964
+98,516
+33% +$20.2M 0.2% 107
2023
Q4 		$78.6M Buy
301,448
+11,457
+4% +$2.45M 0.23% 96
2023
Q3 		$55.6M Buy
289,991
+282,130
+3,589% +$61.7M 0.18% 121
2023
Q2 		$1.66M Buy
7,861
+576
+8% +$120K 0.02% 221
2023
Q1 		$1.55M Buy
+7,285
New +$1.51M 0.02% 250
2020
Q1 		– Sell
-841
Closed -$276K – 222
2019
Q4 		$276K Sell
841
-4,671
-85% -$1.65M 0.01% 197
2019
Q3 		$2.07M Sell
5,512
-780
-12% -$279K 0.08% 98
2019
Q2 		$2.14M Sell
6,292
-1,924
-23% -$702K 0.09% 89
2019
Q1 		$3.07M Buy
8,216
+2,120
+35% +$816K 0.17% 49
2018
Q4 		$2.22M Buy
6,096
+5,259
+628% +$1.82M 0.14% 61
2018
Q3 		$297K Sell
837
-7,039
-89% -$2.47M 0.02% 152
2018
Q2 		$2.69M Buy
7,876
+3,082
+64% +$1.06M 0.17% 52
2018
Q1 		$1.62M Buy
+4,794
New +$1.62M 0.11% 74
2017
Q4 		– Sell
-14,828
Closed -$3.83M – 141
2017
Q3 		$3.83M Buy
14,828
+6,604
+80% +$1.54M 0.32% 42
2017
Q2 		$1.68M Buy
+8,224
New +$1.53M 0.16% 68

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's BA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Boeing (BA) stake by 0.7% in Q3 2026, buying an estimated $506K and bringing the position to 340,260 shares worth $53.9M. The position accounts for 0.08% of the portfolio, ranked #221.

Wealth Enhancement Advisory Services first reported a position in BA in Q2 2017 and has held it in 25 quarters since. The position peaked at $119M in Q4 2024. 814 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 340,260 shares of Boeing worth $53.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,361 Boeing shares in Q3 2026, an estimated $506K.
  • Boeing made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #221 holding.
  • Wealth Enhancement Advisory Services first reported a position in Boeing in Q2 2017 and has held it in 25 quarters since.
  • Wealth Enhancement Advisory Services's Boeing position peaked at $119M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.