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Clearstead Advisors’s Booz Allen Hamilton BAH Stock Holding History

Clearstead Advisors’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
Q2 		$30.4K Buy
501
+288
+135% +$22K ﹤0.01% 1662
2026
Q1 		$16.6K Sell
213
-2,376
-92% -$200K ﹤0.01% 1487
2025
Q4 		$218K Sell
2,589
-835
-24% -$74.7K ﹤0.01% 915
2025
Q3 		$342K Buy
3,424
+658
+24% +$70.3K ﹤0.01% 746
2025
Q2 		$288K Sell
2,766
-764
-22% -$85.6K ﹤0.01% 777
2025
Q1 		$369K Buy
3,530
+527
+18% +$63.5K 0.01% 654
2024
Q4 		$386K Sell
3,003
-247
-8% -$38.4K 0.01% 643
2024
Q3 		$529K Buy
3,250
+219
+7% +$33.5K 0.01% 554
2024
Q2 		$466K Buy
3,031
+471
+18% +$70.6K 0.01% 554
2024
Q1 		$389K Buy
2,560
+85
+3% +$12K 0.02% 353
2023
Q4 		$317K Sell
2,475
-182
-7% -$22.7K 0.02% 389
2023
Q3 		$290K Sell
2,657
-149
-5% -$17.1K 0.02% 371
2023
Q2 		$313K Buy
2,806
+803
+40% +$79.4K 0.02% 366
2023
Q1 		$186K Buy
2,003
+555
+38% +$52.6K 0.01% 406
2022
Q4 		$151K Hold
1,448
– – 0.01% 418
2022
Q3 		$134K Hold
1,448
– – 0.01% 419
2022
Q2 		$131K Hold
1,448
– – 0.01% 448
2022
Q1 		$127K Buy
1,448
+1,200
+484% +$98.7K 0.01% 501
2021
Q4 		$21K Sell
248
-27
-10% -$2.28K ﹤0.01% 812
2021
Q3 		$22K Buy
275
+27
+11% +$2.26K ﹤0.01% 780
2021
Q2 		$21K Sell
248
-10
-4% -$845 ﹤0.01% 697
2021
Q1 		$21K Buy
258
+10
+4% +$839 ﹤0.01% 670
2020
Q4 		$22K Hold
248
– – ﹤0.01% 612
2020
Q3 		$21K Hold
248
– – ﹤0.01% 576
2020
Q2 		$19K Hold
248
– – ﹤0.01% 530
2020
Q1 		$17K Buy
+248
New +$18.3K ﹤0.01% 517

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's BAH Position: Q2 2026 in Review

Clearstead Advisors increased its Booz Allen Hamilton (BAH) stake by 135% in Q2 2026, buying an estimated $22K and bringing the position to 501 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Clearstead Advisors first reported a position in BAH in Q1 2020 and has held it in 26 quarters since. The position peaked at $529K in Q3 2024. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Clearstead Advisors held 501 shares of Booz Allen Hamilton worth $30.4K as of Q2 2026.
  • Clearstead Advisors bought 288 Booz Allen Hamilton shares in Q2 2026, an estimated $22K.
  • Booz Allen Hamilton made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1662 holding.
  • Clearstead Advisors first reported a position in Booz Allen Hamilton in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Booz Allen Hamilton position peaked at $529K in Q3 2024.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.