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Aventura Private Wealth’s Booz Allen Hamilton BAH Stock Holding History

Aventura Private Wealth’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
Q2 		$19.4K Hold
320
– – 0.01% 486
2026
Q1 		$25K Hold
320
– – 0.01% 415
2025
Q4 		$27K Hold
320
– – 0.01% 374
2025
Q3 		$32K Hold
320
– – 0.01% 344
2025
Q2 		$33.3K Sell
320
-2
-0.6% -$224 0.01% 318
2025
Q1 		$33.7K Hold
322
– – 0.02% 305
2024
Q4 		$41.4K Buy
+322
New +$50K 0.02% 275

Other funds holding BAH

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Aventura Private Wealth's BAH Position: Q2 2026 in Review

Aventura Private Wealth held its Booz Allen Hamilton (BAH) position steady in Q2 2026 at 320 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #486.

Aventura Private Wealth first reported a position in BAH in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.4K in Q4 2024. 66 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Aventura Private Wealth held 320 shares of Booz Allen Hamilton worth $19.4K as of Q2 2026.
  • Aventura Private Wealth left its Booz Allen Hamilton share count unchanged in Q2 2026.
  • Booz Allen Hamilton made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #486 holding.
  • Aventura Private Wealth first reported a position in Booz Allen Hamilton in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Booz Allen Hamilton position peaked at $41.4K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.