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Atria Wealth Solutions’s Booz Allen Hamilton BAH Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-9,675
Closed -$1.01M – 1489
2025
Q1 		$1.01M Buy
9,675
+5,414
+127% +$653K 0.01% 892
2024
Q4 		$548K Sell
4,261
-3,222
-43% -$500K 0.01% 1227
2024
Q3 		$1.22M Sell
7,483
-1,041
-12% -$159K 0.01% 840
2024
Q2 		$1.31M Sell
8,524
-1,033
-11% -$155K 0.01% 781
2024
Q1 		$1.42M Buy
9,557
+4,094
+75% +$576K 0.02% 758
2023
Q4 		$699K Sell
5,463
-335
-6% -$41.8K 0.01% 1036
2023
Q3 		$634K Sell
5,798
-230
-4% -$26.4K 0.01% 1023
2023
Q2 		$673K Buy
6,028
+1,837
+44% +$182K 0.01% 1026
2023
Q1 		$388K Buy
4,191
+13
+0.3% +$1.23K 0.01% 1282
2022
Q4 		$437K Sell
4,178
-5,814
-58% -$604K 0.01% 1157
2022
Q3 		$922K Sell
9,992
-22
-0.2% -$2.08K 0.02% 736
2022
Q2 		$905K Sell
10,014
-6
-0.1% -$512 0.02% 737
2022
Q1 		$880K Buy
+10,020
New +$825K 0.01% 787

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atria Wealth Solutions's BAH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 9,675 shares — an estimated $1.01M sold.

Atria Wealth Solutions first reported a position in BAH in Q1 2022 and held it in 13 quarters. The position peaked at $1.42M in Q1 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,675 Booz Allen Hamilton shares in Q2 2025, an estimated $1.01M.
  • Atria Wealth Solutions first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Booz Allen Hamilton position peaked at $1.42M in Q1 2024.
  • 700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.