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Cherry Tree Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-11
Closed -$1.1K – 595
2025
Q3 		$1.1K Hold
11
– – ﹤0.01% 539
2025
Q2 		$1.15K Hold
11
– – ﹤0.01% 550
2025
Q1 		$1.15K Hold
11
– – ﹤0.01% 674
2024
Q4 		$1.42K Hold
11
– – ﹤0.01% 557
2024
Q3 		$1.79K Hold
11
– – ﹤0.01% 542
2024
Q2 		$1.69K Sell
11
-27
-71% -$4.05K ﹤0.01% 523
2024
Q1 		$5.64K Buy
38
+27
+245% +$3.8K ﹤0.01% 427
2023
Q4 		$1.41K Hold
11
– – ﹤0.01% 525
2023
Q3 		$1.2K Hold
11
– – ﹤0.01% 521
2023
Q2 		$1.23K Buy
+11
New +$1.09K ﹤0.01% 527

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 $153B AUM 38.14% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $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

Cherry Tree Wealth Management's BAH Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 11 shares — an estimated $1.1K sold.

Cherry Tree Wealth Management first reported a position in BAH in Q2 2023 and held it in 10 quarters. The position peaked at $5.64K in Q1 2024. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 11 Booz Allen Hamilton shares in Q4 2025, an estimated $1.1K.
  • Cherry Tree Wealth Management first reported a position in Booz Allen Hamilton in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Booz Allen Hamilton position peaked at $5.64K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.