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Aviso Financial’s Booz Allen Hamilton BAH Stock Holding History

Aviso Financial’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 		$174K Sell
2,224
-68
-3% -$5.73K 0.01% 223
2025
Q4 		$193K Sell
2,292
-128
-5% -$11.5K 0.01% 220
2025
Q3 		$242K Sell
2,420
-273
-10% -$29.2K 0.01% 223
2025
Q2 		$280K Buy
2,693
+124
+5% +$13.9K 0.01% 219
2025
Q1 		$269K Sell
2,569
-178
-6% -$21.5K 0.01% 220
2024
Q4 		$354K Buy
2,747
+9
+0.3% +$1.4K 0.02% 218
2024
Q3 		$446K Sell
2,738
-105
-4% -$16.1K 0.02% 204
2024
Q2 		$437K Buy
+2,843
New +$426K 0.02% 192

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

Aviso Financial's BAH Position: Q1 2026 in Review

Aviso Financial reduced its Booz Allen Hamilton (BAH) stake by 3% in Q1 2026, selling an estimated $5.73K and leaving 2,224 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #223.

Aviso Financial first reported a position in BAH in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Aviso Financial held 2,224 shares of Booz Allen Hamilton worth $174K as of Q1 2026.
  • Aviso Financial sold 68 Booz Allen Hamilton shares in Q1 2026, an estimated $5.73K.
  • Booz Allen Hamilton made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #223 holding.
  • Aviso Financial first reported a position in Booz Allen Hamilton in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Booz Allen Hamilton position peaked at $446K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.