Position in BA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,019,838
+$1,176,412 QoQ
Shares Held
50,907
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#391
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $170,741,421 across 22 Aerospace & Defense names. BA ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,766 | $39,609,173 | |
| 2 | GE |
General Electric Co
|
93,374 | $34,896,665 | |
| 3 | GD |
General Dynamics Corp
|
86,894 | $30,781,330 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
86,000 | $19,012,880 | |
| 5 | BA |
Boeing Co
This page
|
50,907 | $11,019,838 | |
| 6 | HEI |
Heico Corp
|
16,917 | $5,911,071 | |
| 7 | LMT |
Lockheed Martin Corp
|
9,222 | $4,698,240 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
16,270 | $4,374,352 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,019,838 | 50,907 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $9,843,426 | 49,457 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,502,311 | 48,371 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,051,203 | 46,570 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,352,581 | 44,636 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,585,788 | 38,615 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,557,015 | 42,695 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,534,745 | 29,826 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,080,044 | 33,405 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,918,112 | 35,847 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,161,569 | 38,984 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,408,782 | 69,954 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,023,769 | 66,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,983,417 | 65,826 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $14,040,255 | 73,706 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $9,777,936 | 80,756 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,419,491 | 61,582 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,848,066 | 46,204 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,713,934 | 43,284 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,406,393 | 42,768 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,426,849 | 43,525 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,149,349 | 43,771 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,352,067 | 43,689 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $9,956,584 | 60,248 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,260,811 | 94,167 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,713,506 | 118,771 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||