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Allworth Financial’s Booz Allen Hamilton BAH Stock Holding History

Allworth Financial’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
Q1 		$277K Sell
3,546
-316
-8% -$26.6K ﹤0.01% 1223
2025
Q4 		$326K Sell
3,862
-969
-20% -$86.7K ﹤0.01% 1116
2025
Q3 		$483K Buy
4,831
+921
+24% +$98.5K ﹤0.01% 900
2025
Q2 		$407K Buy
3,910
+407
+12% +$45.6K ﹤0.01% 903
2025
Q1 		$418K Sell
3,503
-43
-1% -$5.18K ﹤0.01% 726
2024
Q4 		$507K Buy
3,546
+1,989
+128% +$309K ﹤0.01% 688
2024
Q3 		$253K Sell
1,557
-92
-6% -$14.1K ﹤0.01% 747
2024
Q2 		$257K Sell
1,649
-530
-24% -$79.5K ﹤0.01% 738
2024
Q1 		$324K Buy
2,179
+54
+3% +$7.6K ﹤0.01% 647
2023
Q4 		$272K Sell
2,125
-104
-5% -$13K ﹤0.01% 654
2023
Q3 		$244K Sell
2,229
-154
-6% -$17.7K ﹤0.01% 641
2023
Q2 		$266K Sell
2,383
-275
-10% -$27.2K ﹤0.01% 628
2023
Q1 		$246K Sell
2,658
-20
-0.7% -$1.9K ﹤0.01% 611
2022
Q4 		$280K Buy
2,678
+2,103
+366% +$219K ﹤0.01% 573
2022
Q3 		$53K Buy
575
+1
+0.2% +$95 ﹤0.01% 939
2022
Q2 		$52K Buy
574
+4
+0.7% +$341 ﹤0.01% 889
2022
Q1 		$50K Hold
570
– – ﹤0.01% 885
2021
Q4 		$48K Hold
570
– – ﹤0.01% 847
2021
Q3 		$45K Hold
570
– – ﹤0.01% 805
2021
Q2 		$49K Hold
570
– – ﹤0.01% 621
2021
Q1 		$46K Buy
+570
New +$47.8K ﹤0.01% 590
2020
Q2 		– Sell
-1,178
Closed -$81K – 1173
2020
Q1 		$81K Buy
+1,178
New +$86.8K ﹤0.01% 336
2017
Q3 		– Sell
-294
Closed -$10K – 738
2017
Q2 		$10K Buy
+294
New +$10.6K ﹤0.01% 474

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial's BAH Position: Q1 2026 in Review

Allworth Financial reduced its Booz Allen Hamilton (BAH) stake by 8.2% in Q1 2026, selling an estimated $26.6K and leaving 3,546 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Allworth Financial first reported a position in BAH in Q2 2017 and has held it in 23 quarters since. The position peaked at $507K in Q4 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Allworth Financial held 3,546 shares of Booz Allen Hamilton worth $277K as of Q1 2026.
  • Allworth Financial sold 316 Booz Allen Hamilton shares in Q1 2026, an estimated $26.6K.
  • Booz Allen Hamilton made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1223 holding.
  • Allworth Financial first reported a position in Booz Allen Hamilton in Q2 2017 and has held it in 23 quarters since.
  • Allworth Financial's Booz Allen Hamilton position peaked at $507K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.