Cassaday & Co Wealth Management
BAH icon

Cassaday & Co Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Cassaday & Co Wealth Management’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 		$177K Hold
2,554
– – ﹤0.01% 373
2026
Q2 		$155K Buy
2,554
+196
+8% +$15K ﹤0.01% 396
2026
Q1 		$184K Buy
+2,358
New +$199K ﹤0.01% 355
2025
Q4 		– Sell
-2,359
Closed -$236K – 352
2025
Q3 		$236K Buy
2,359
+1
+0% +$107 0.01% 312
2025
Q2 		$246K Hold
2,358
– – 0.01% 300
2025
Q1 		$247K Sell
2,358
-24
-1% -$2.89K 0.01% 285
2024
Q4 		$307K Buy
2,382
+24
+1% +$3.73K 0.01% 250
2024
Q3 		$384K Hold
2,358
– – 0.01% 208
2024
Q2 		$363K Buy
2,358
+375
+19% +$56.2K 0.01% 206
2024
Q1 		$294K Sell
1,983
-19
-0.9% -$2.68K 0.01% 230
2023
Q4 		$256K Sell
2,002
-481
-19% -$60K 0.01% 235
2023
Q3 		$271K Buy
2,483
+302
+14% +$34.7K 0.01% 205
2023
Q2 		$243K Hold
2,181
– – 0.01% 221
2023
Q1 		$202K Sell
2,181
-239
-10% -$22.7K 0.01% 249
2022
Q4 		$253K Buy
+2,420
New +$252K 0.01% 215

Other funds holding BAH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cassaday & Co Wealth Management's BAH Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Booz Allen Hamilton (BAH) position steady in Q3 2026 at 2,554 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Cassaday & Co Wealth Management first reported a position in BAH in Q4 2022 and has held it in 15 quarters since. The position peaked at $384K in Q3 2024. 447 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Cassaday & Co Wealth Management held 2,554 shares of Booz Allen Hamilton worth $177K as of Q3 2026.
  • Cassaday & Co Wealth Management left its Booz Allen Hamilton share count unchanged in Q3 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #373 holding.
  • Cassaday & Co Wealth Management first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Booz Allen Hamilton position peaked at $384K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.