Blue Trust Inc
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Blue Trust Inc’s Booz Allen Hamilton BAH Stock Holding History

Blue Trust Inc’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
Q3 		$11K Sell
158
-238
-60% -$17.1K ﹤0.01% 1677
2026
Q2 		$24K Sell
396
-39
-9% -$2.98K ﹤0.01% 1604
2026
Q1 		$33.9K Sell
435
-811
-65% -$68.4K ﹤0.01% 1470
2025
Q4 		$105K Sell
1,246
-4,087
-77% -$366K ﹤0.01% 1038
2025
Q3 		$533K Buy
5,333
+139
+3% +$14.9K 0.01% 465
2025
Q2 		$541K Buy
5,194
+1,561
+43% +$175K 0.01% 420
2025
Q1 		$380K Buy
3,633
+1,576
+77% +$190K ﹤0.01% 487
2024
Q4 		$265K Sell
2,057
-751
-27% -$117K ﹤0.01% 563
2024
Q3 		$432K Buy
2,808
+751
+37% +$115K 0.01% 527
2024
Q2 		$305K Buy
2,057
+254
+14% +$38.1K ﹤0.01% 550
2024
Q1 		$268K Buy
1,803
+940
+109% +$132K ﹤0.01% 424
2023
Q4 		$95K Sell
863
-4,719
-85% -$588K ﹤0.01% 692
2023
Q3 		$623K Buy
5,582
+359
+7% +$41.3K 0.01% 219
2023
Q2 		$484K Sell
5,223
-690
-12% -$68.2K 0.01% 236
2023
Q1 		$618K Buy
5,913
+329
+6% +$31.2K 0.01% 252
2022
Q4 		$516K Buy
5,584
+5,397
+2,886% +$561K 0.01% 246
2022
Q3 		$17K Buy
187
+155
+484% +$14.7K ﹤0.01% 1141
2022
Q2 		$3K Buy
+32
New +$2.73K ﹤0.01% 1544

Other funds holding BAH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Blue Trust Inc's BAH Position: Q3 2026 in Review

Blue Trust Inc reduced its Booz Allen Hamilton (BAH) stake by 60% in Q3 2026, selling an estimated $17.1K and leaving 158 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Blue Trust Inc first reported a position in BAH in Q2 2022 and has held it in 18 quarters since. The position peaked at $623K in Q3 2023. 118 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Blue Trust Inc held 158 shares of Booz Allen Hamilton worth $11K as of Q3 2026.
  • Blue Trust Inc sold 238 Booz Allen Hamilton shares in Q3 2026, an estimated $17.1K.
  • Booz Allen Hamilton made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1677 holding.
  • Blue Trust Inc first reported a position in Booz Allen Hamilton in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Booz Allen Hamilton position peaked at $623K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.