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Atria Investments’s Booz Allen Hamilton BAH Stock Holding History

Atria Investments’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
-3,777
Closed -$319K – 2044
2025
Q4 		$319K Sell
3,777
-2,741
-42% -$245K ﹤0.01% 1712
2025
Q3 		$651K Sell
6,518
-6,635
-50% -$709K 0.01% 1276
2025
Q2 		$1.37M Sell
13,153
-586
-4% -$65.6K 0.02% 897
2025
Q1 		$1.44M Sell
13,739
-5,136
-27% -$619K 0.02% 856
2024
Q4 		$2.43M Sell
18,875
-2,338
-11% -$363K 0.03% 603
2024
Q3 		$3.45M Buy
21,213
+446
+2% +$68.3K 0.04% 477
2024
Q2 		$3.2M Buy
20,767
+1,536
+8% +$230K 0.04% 476
2024
Q1 		$2.85M Sell
19,231
-627
-3% -$88.3K 0.04% 522
2023
Q4 		$2.54M Buy
19,858
+2,449
+14% +$305K 0.04% 510
2023
Q3 		$1.9M Sell
17,409
-289
-2% -$33.2K 0.03% 584
2023
Q2 		$1.98M Sell
17,698
-1,185
-6% -$117K 0.04% 560
2023
Q1 		$1.75M Sell
18,883
-243
-1% -$23K 0.03% 582
2022
Q4 		$2M Sell
19,126
-231
-1% -$24K 0.04% 511
2022
Q3 		$1.79M Buy
19,357
+7,077
+58% +$671K 0.04% 520
2022
Q2 		$1.11M Buy
+12,280
New +$1.05M 0.02% 713
2020
Q2 		– Sell
-2,977
Closed -$204K – 544
2020
Q1 		$204K Sell
2,977
-44
-1% -$3.24K 0.02% 524
2019
Q4 		$215K Buy
+3,021
New +$215K 0.01% 1124

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

Atria Investments's BAH Position: Q1 2026 in Review

Atria Investments sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 3,777 shares — an estimated $319K sold.

Atria Investments first reported a position in BAH in Q4 2019 and held it in 17 quarters. The position peaked at $3.45M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Atria Investments reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 3,777 Booz Allen Hamilton shares in Q1 2026, an estimated $319K.
  • Atria Investments first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 17 quarters.
  • Atria Investments's Booz Allen Hamilton position peaked at $3.45M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.