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B. Riley Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

B. Riley Wealth Advisors’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
-2,556
Closed -$267K – 1064
2025
Q1 		$267K Buy
+2,556
New +$308K 0.01% 1030
2024
Q4 		– Sell
-1,868
Closed -$303K – 1147
2024
Q3 		$303K Sell
1,868
-545
-23% -$83.5K 0.01% 946
2024
Q2 		$371K Sell
2,413
-1,923
-44% -$288K 0.01% 936
2024
Q1 		$474K Buy
4,336
+1,495
+53% +$210K 0.01% 818
2023
Q4 		$363K Sell
2,841
-1,495
-34% -$186K 0.01% 969
2023
Q3 		$474K Sell
4,336
-4,403
-50% -$506K 0.01% 818
2023
Q2 		$975K Buy
8,739
+2,032
+30% +$201K 0.02% 579
2023
Q1 		$622K Buy
6,707
+985
+17% +$93.4K 0.02% 720
2022
Q4 		$598K Buy
+5,722
New +$595K 0.02% 719
2019
Q4 		– Sell
-5,287
Closed -$377K – 846
2019
Q3 		$377K Buy
5,287
+333
+7% +$23.6K 0.04% 506
2019
Q2 		$330K Buy
+4,954
New +$305K 0.04% 521

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

B. Riley Wealth Advisors's BAH Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 2,556 shares — an estimated $267K sold.

B. Riley Wealth Advisors first reported a position in BAH in Q2 2019 and held it in 11 quarters. The position peaked at $975K in Q2 2023. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,556 Booz Allen Hamilton shares in Q2 2025, an estimated $267K.
  • B. Riley Wealth Advisors first reported a position in Booz Allen Hamilton in Q2 2019 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Booz Allen Hamilton position peaked at $975K in Q2 2023.
  • 700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.