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Beacon Pointe Advisors’s Booz Allen Hamilton BAH Stock Holding History

Beacon Pointe 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
2026
Q1 		$625K Buy
+8,009
New +$675K ﹤0.01% 1198
2025
Q4 		– Sell
-8,237
Closed -$823K – 1507
2025
Q3 		$823K Buy
+8,237
New +$881K 0.01% 838
2022
Q2 		– Sell
-2,378
Closed -$209K – 1048
2022
Q1 		$209K Buy
+2,378
New +$196K ﹤0.01% 1109

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

Beacon Pointe Advisors's BAH Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Booz Allen Hamilton (BAH) in Q1 2026: 8,009 shares worth $625K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in BAH as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in BAH in Q1 2022 and has held it in 3 quarters since. The position peaked at $823K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Beacon Pointe Advisors held 8,009 shares of Booz Allen Hamilton worth $625K as of Q1 2026.
  • Booz Allen Hamilton was a new Beacon Pointe Advisors position in Q1 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1198 holding.
  • Beacon Pointe Advisors first reported a position in Booz Allen Hamilton in Q1 2022 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Booz Allen Hamilton position peaked at $823K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.