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AE Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

AE Wealth Management’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
5,857
+1,095
+23% +$83.6K ﹤0.01% 1387
2026
Q1 		$372K Buy
+4,762
New +$401K ﹤0.01% 1262
2025
Q4 		– Sell
-3,993
Closed -$399K – 2462
2025
Q3 		$399K Sell
3,993
-551
-12% -$58.9K ﹤0.01% 1061
2025
Q2 		$473K Sell
4,544
-467
-9% -$52.3K ﹤0.01% 940
2025
Q1 		$524K Sell
5,011
-758
-13% -$91.4K ﹤0.01% 907
2024
Q4 		$743K Buy
5,769
+219
+4% +$34K 0.01% 779
2024
Q3 		$903K Buy
5,550
+531
+11% +$81.3K 0.01% 715
2024
Q2 		$772K Buy
5,019
+277
+6% +$41.5K 0.01% 771
2024
Q1 		$704K Sell
4,742
-10,013
-68% -$1.41M 0.01% 741
2023
Q4 		$2.16M Sell
14,755
-1,400
-9% -$175K 0.01% 877
2023
Q3 		$1.77M Sell
16,155
-385
-2% -$44.3K 0.01% 896
2023
Q2 		$1.85M Buy
16,540
+662
+4% +$65.4K 0.01% 870
2023
Q1 		$1.47M Sell
15,878
-3,244
-17% -$308K 0.01% 903
2022
Q4 		$2M Buy
19,122
+1,356
+8% +$141K 0.01% 749
2022
Q3 		$1.64M Buy
17,766
+1,508
+9% +$143K 0.01% 765
2022
Q2 		$1.47M Buy
16,258
+1,968
+14% +$168K 0.01% 770
2022
Q1 		$1.25M Buy
14,290
+3,650
+34% +$300K 0.01% 847
2021
Q4 		$902K Buy
10,640
+4,479
+73% +$378K 0.01% 967
2021
Q3 		$489K Buy
+6,161
New +$515K ﹤0.01% 1176

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's BAH Position: Q2 2026 in Review

AE Wealth Management increased its Booz Allen Hamilton (BAH) stake by 23% in Q2 2026, buying an estimated $83.6K and bringing the position to 5,857 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

AE Wealth Management first reported a position in BAH in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2023. 554 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • AE Wealth Management held 5,857 shares of Booz Allen Hamilton worth $355K as of Q2 2026.
  • AE Wealth Management bought 1,095 Booz Allen Hamilton shares in Q2 2026, an estimated $83.6K.
  • Booz Allen Hamilton made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • AE Wealth Management first reported a position in Booz Allen Hamilton in Q3 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Booz Allen Hamilton position peaked at $2.16M in Q4 2023.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.