Carolinas Wealth Consulting’s Booz Allen Hamilton BAH Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-1,000	Closed	-$105K	–	82
2025 Q1	$105K	Hold	1,000	–	–	0.02%	238
2024 Q4	$129K	Hold	1,000	–	–	0.03%	222
2024 Q3	$163K	Hold	1,000	–	–	0.03%	204
2024 Q2	$154K	Hold	1,000	–	–	0.03%	204
2024 Q1	$148K	Sell	1,000 -6	-0.6%	-$845	0.03%	210
2023 Q4	$129K	Hold	1,006	–	–	0.03%	203
2023 Q3	$121K	Sell	1,006 -2	-0.2%	-$230	0.03%	198
2023 Q2	$113K	Sell	1,008 -1	-0.1%	-$99	0.02%	246
2023 Q1	$93.5K	Hold	1,009	–	–	0.02%	273
2022 Q4	$105K	Buy	1,009 +9	+0.9%	+$936	0.02%	257
2022 Q3	$92K	Hold	1,000	–	–	0.02%	254
2022 Q2	$90K	Hold	1,000	–	–	0.02%	264
2022 Q1	$88K	Hold	1,000	–	–	0.02%	269
2021 Q4	$85K	Buy	1,000 +200	+25%	+$16.9K	0.02%	280
2021 Q3	$63K	Hold	800	–	–	0.01%	306
2021 Q2	$68K	Hold	800	–	–	0.01%	314
2021 Q1	$64K	Hold	800	–	–	0.02%	325
2020 Q4	$70K	Buy	+800	New	+$68K	0.02%	282

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carolinas Wealth Consulting's BAH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 1,000 shares — an estimated $105K sold.

Carolinas Wealth Consulting first reported a position in BAH in Q4 2020 and held it in 18 quarters. The position peaked at $163K in Q3 2024. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,000 Booz Allen Hamilton shares in Q2 2025, an estimated $105K.
Carolinas Wealth Consulting first reported a position in Booz Allen Hamilton in Q4 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Booz Allen Hamilton position peaked at $163K in Q3 2024.
701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.