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Bell Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Bell Investment 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
Q2 		$425 Sell
7
-31
-82% -$2.37K ﹤0.01% 1762
2026
Q1 		$2.97K Sell
38
-22
-37% -$1.85K ﹤0.01% 1179
2025
Q4 		$5.06K Buy
60
+3
+5% +$268 ﹤0.01% 956
2025
Q3 		$5.7K Sell
57
-20
-26% -$2.14K ﹤0.01% 865
2025
Q2 		$8.02K Buy
77
+31
+67% +$3.47K ﹤0.01% 769
2025
Q1 		$4.81K Sell
46
-4
-8% -$482 ﹤0.01% 929
2024
Q4 		$6.43K Buy
50
+8
+19% +$1.24K ﹤0.01% 799
2024
Q3 		$6.84K Hold
42
– – ﹤0.01% 781
2024
Q2 		$6.46K Hold
42
– – ﹤0.01% 804
2024
Q1 		$6.24K Hold
42
– – ﹤0.01% 807
2023
Q4 		$5.37K Hold
42
– – ﹤0.01% 841
2023
Q3 		$4.59K Sell
42
-2
-5% -$230 ﹤0.01% 853
2023
Q2 		$4.91K Sell
44
-10
-19% -$988 ﹤0.01% 835
2023
Q1 		$5.01K Sell
54
-11
-17% -$1.04K ﹤0.01% 790
2022
Q4 		$6.79K Hold
65
– – ﹤0.01% 653
2022
Q3 		$6K Sell
65
-3
-4% -$284 ﹤0.01% 569
2022
Q2 		$6K Buy
+68
New +$5.8K ﹤0.01% 595
2021
Q4 		$5K Buy
64
+46
+256% +$3.88K ﹤0.01% 737
2021
Q3 		$1K Buy
+18
New +$1.5K ﹤0.01% 1272

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bell Investment Advisors's BAH Position: Q2 2026 in Review

Bell Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 82% in Q2 2026, selling an estimated $2.37K and leaving 7 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Bell Investment Advisors first reported a position in BAH in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.02K in Q2 2025. 561 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Bell Investment Advisors held 7 shares of Booz Allen Hamilton worth $425 as of Q2 2026.
  • Bell Investment Advisors sold 31 Booz Allen Hamilton shares in Q2 2026, an estimated $2.37K.
  • Booz Allen Hamilton made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1762 holding.
  • Bell Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Booz Allen Hamilton position peaked at $8.02K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.