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Advus Financial Partners, LLC’s Boeing BA Stock Holding History

Advus Financial Partners, LLC’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
Q2 		$361K Sell
1,668
-102
-6% -$22.7K 0.08% 173
2026
Q1 		$352K Sell
1,770
-92
-5% -$20.9K 0.09% 164
2025
Q4 		$404K Buy
1,862
+74
+4% +$15.2K 0.1% 147
2025
Q3 		$386K Buy
1,788
+22
+1% +$4.96K 0.09% 157
2025
Q2 		$370K Buy
1,766
+228
+15% +$43.1K 0.09% 161
2025
Q1 		$262K Buy
1,538
+146
+10% +$25.3K 0.07% 196
2024
Q4 		$246K Sell
1,392
-51
-4% -$8K 0.07% 196
2024
Q3 		$219K Buy
1,443
+42
+3% +$7.2K 0.06% 206
2024
Q2 		$255K Sell
1,401
-174
-11% -$31K 0.08% 166
2024
Q1 		$304K Sell
1,575
-739
-32% -$152K 0.09% 143
2023
Q4 		$603K Sell
2,314
-425
-16% -$90.9K 0.21% 70
2023
Q3 		$525K Buy
2,739
+39
+1% +$8.53K 0.21% 70
2023
Q2 		$570K Buy
2,700
+489
+22% +$102K 0.22% 67
2023
Q1 		$470K Sell
2,211
-49
-2% -$10.2K 0.19% 76
2022
Q4 		$431K Buy
2,260
+50
+2% +$8.18K 0.19% 82
2022
Q3 		$268K Buy
2,210
+292
+15% +$44.8K 0.14% 96
2022
Q2 		$262K Buy
1,918
+125
+7% +$18.4K 0.14% 102
2022
Q1 		$343K Buy
+1,793
New +$360K 0.18% 80
2021
Q3 		$330K Buy
+1,637
New +$365K 0.18% 66

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advus Financial Partners, LLC's BA Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Boeing (BA) stake by 5.8% in Q2 2026, selling an estimated $22.7K and leaving 1,668 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #173.

Advus Financial Partners, LLC first reported a position in BA in Q3 2021 and has held it in 19 quarters since. The position peaked at $603K in Q4 2023. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Advus Financial Partners, LLC held 1,668 shares of Boeing worth $361K as of Q2 2026.
  • Advus Financial Partners, LLC sold 102 Boeing shares in Q2 2026, an estimated $22.7K.
  • Boeing made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #173 holding.
  • Advus Financial Partners, LLC first reported a position in Boeing in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Boeing position peaked at $603K in Q4 2023.
  • 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.