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 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%	-$2.67K	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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassaday & Co Wealth Management's BAH Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Booz Allen Hamilton (BAH) in Q1 2026: 2,358 shares worth $184K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in BAH as recently as Q3 2025.

Cassaday & Co Wealth Management first reported a position in BAH in Q4 2022 and has held it in 13 quarters since. The position peaked at $384K in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Cassaday & Co Wealth Management held 2,358 shares of Booz Allen Hamilton worth $184K as of Q1 2026.
Booz Allen Hamilton was a new Cassaday & Co Wealth Management position in Q1 2026.
Booz Allen Hamilton made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #355 holding.
Cassaday & Co Wealth Management first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 13 quarters since.
Cassaday & Co Wealth Management's Booz Allen Hamilton position peaked at $384K in Q3 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.