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Cape Investment Advisory’s Booz Allen Hamilton BAH Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-157
Closed -$16.3K – 883
2025
Q2 		$16.3K Hold
157
– – 0.01% 549
2025
Q1 		$16.4K Sell
157
-41
-21% -$4.94K 0.01% 519
2024
Q4 		$25.5K Sell
198
-22
-10% -$3.42K 0.01% 444
2024
Q3 		$35.8K Hold
220
– – 0.01% 365
2024
Q2 		$33.9K Buy
220
+62
+39% +$9.29K 0.02% 354
2024
Q1 		$23.4K Buy
158
+1
+0.6% +$141 0.01% 417
2023
Q4 		$20.1K Hold
157
– – 0.01% 531
2023
Q3 		$17.1K Buy
157
+1
+0.6% +$115 0.01% 468
2023
Q2 		$17.4K Hold
156
– – 0.01% 464
2023
Q1 		$14.4K Buy
+156
New +$14.8K 0.01% 478

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's BAH Position: Q3 2025 in Review

Cape Investment Advisory sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 157 shares — an estimated $16.3K sold.

Cape Investment Advisory first reported a position in BAH in Q1 2023 and held it in 10 quarters. The position peaked at $35.8K in Q3 2024. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Cape Investment Advisory reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 157 Booz Allen Hamilton shares in Q3 2025, an estimated $16.3K.
  • Cape Investment Advisory first reported a position in Booz Allen Hamilton in Q1 2023 and held it in 10 quarters.
  • Cape Investment Advisory's Booz Allen Hamilton position peaked at $35.8K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.