Avalon Trust’s Booz Allen Hamilton BAH Stock Holding History

Avalon Trust’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	-26	Closed	-$2.72K	–	406
2025 Q1	$2.72K	Hold	26	–	–	﹤0.01%	410
2024 Q4	$3.35K	Buy	+26	New	+$4.04K	﹤0.01%	388

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avalon Trust's BAH Position: Q2 2025 in Review

Avalon Trust sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 26 shares — an estimated $2.72K sold.

Avalon Trust first reported a position in BAH in Q4 2024 and held it in 2 quarters. The position peaked at $3.35K in Q4 2024. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Avalon Trust reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
Avalon Trust sold 26 Booz Allen Hamilton shares in Q2 2025, an estimated $2.72K.
Avalon Trust first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 2 quarters.
Avalon Trust's Booz Allen Hamilton position peaked at $3.35K in Q4 2024.
701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.