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

Caerus 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
2025
Q4 		– Sell
-5,079
Closed -$508K – 317
2025
Q3 		$508K Buy
+5,079
New +$543K 0.21% 111

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caerus Investment Advisors's BAH Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 5,079 shares — an estimated $508K sold.

Caerus Investment Advisors first reported a position in BAH in Q3 2025 and held it in 1 quarter. The position peaked at $508K in Q3 2025. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 5,079 Booz Allen Hamilton shares in Q4 2025, an estimated $508K.
  • Caerus Investment Advisors first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Booz Allen Hamilton position peaked at $508K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.