Avantax Advisory Services’s Booz Allen Hamilton BAH Stock Holding History

Avantax Advisory Services’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	$422K	Sell	4,052 -522	-11%	-$58.5K	﹤0.01%	1686
2025 Q1	$478K	Sell	4,574 -3,157	-41%	-$381K	﹤0.01%	1530
2024 Q4	$995K	Sell	7,731 -1,192	-13%	-$185K	0.01%	1041
2024 Q3	$1.45M	Sell	8,923 -5,559	-38%	-$851K	0.01%	829
2024 Q2	$2.23M	Buy	14,482 +10,401	+255%	+$1.56M	0.02%	618
2024 Q1	$606K	Buy	4,081 +216	+6%	+$30.4K	0.01%	951
2023 Q4	$494K	Buy	3,865 +156	+4%	+$19.4K	﹤0.01%	989
2023 Q3	$405K	Buy	3,709 +212	+6%	+$24.4K	﹤0.01%	1041
2023 Q2	$390K	Buy	3,497 +113	+3%	+$11.2K	﹤0.01%	1047
2023 Q1	$314K	Sell	3,384 -132	-4%	-$12.5K	﹤0.01%	1132
2022 Q4	$367K	Buy	3,516 +1,038	+42%	+$108K	﹤0.01%	1013
2022 Q3	$229K	Buy	+2,478	New	+$235K	﹤0.01%	1135

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

Avantax Advisory Services's BAH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Booz Allen Hamilton (BAH) stake by 11% in Q2 2025, selling an estimated $58.5K and leaving 4,052 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Avantax Advisory Services first reported a position in BAH in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.23M in Q2 2024. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Avantax Advisory Services held 4,052 shares of Booz Allen Hamilton worth $422K as of Q2 2025.
Avantax Advisory Services sold 522 Booz Allen Hamilton shares in Q2 2025, an estimated $58.5K.
Booz Allen Hamilton made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1686 holding.
Avantax Advisory Services first reported a position in Booz Allen Hamilton in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Booz Allen Hamilton position peaked at $2.23M in Q2 2024.
701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.