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AWA
Arkadios Wealth Advisors’s
Booz Allen Hamilton
BAH
Stock Holding History
Arkadios Wealth Advisors’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
–
Sell
-2,646
Closed
-$223K
–
1704
2025
Q4
$223K
Buy
2,646
+179
+7%
+$16K
﹤0.01%
1396
2025
Q3
$247K
Buy
2,467
+83
+3%
+$8.87K
0.01%
1245
2025
Q2
$248K
Buy
+2,384
New
+$267K
0.01%
1126
2024
Q4
–
Sell
-1,627
Closed
-$265K
–
949
2024
Q3
$265K
Buy
1,627
+174
+12%
+$26.6K
0.02%
758
2024
Q2
$224K
Buy
+1,453
New
+$218K
0.02%
738
2021
Q4
–
Sell
-454
Closed
-$36K
–
676
2021
Q3
$36K
Buy
454
+2
+0.4%
+$167
0.01%
990
2021
Q2
$38K
Buy
452
+2
+0.4%
+$169
﹤0.01%
1014
2021
Q1
$36K
Buy
+450
New
+$37.8K
0.01%
786
2020
Q1
–
Sell
-16
Closed
-$1.22K
–
1216
2019
Q4
$1.22K
Buy
+16
New
+$1.14K
﹤0.01%
865
Other funds holding BAH
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
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$1.91T AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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