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Clearstead Trust’s Booz Allen Hamilton BAH Stock Holding History

Clearstead Trust’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 		$14.5K Buy
186
+81
+77% +$6.83K ﹤0.01% 491
2025
Q4 		$8.86K Sell
105
-87
-45% -$7.79K ﹤0.01% 621
2025
Q3 		$19.2K Buy
192
+23
+14% +$2.46K ﹤0.01% 442
2025
Q2 		$17.6K Buy
169
+21
+14% +$2.35K ﹤0.01% 456
2025
Q1 		$15.5K Buy
148
+43
+41% +$5.18K ﹤0.01% 395
2024
Q4 		$13.5K Hold
105
– – ﹤0.01% 342
2024
Q3 		$17.1K Sell
105
-42
-29% -$6.43K ﹤0.01% 320
2024
Q2 		$22.6K Hold
147
– – 0.01% 301
2024
Q1 		$21.8K Hold
147
– – 0.01% 300
2023
Q4 		$18.8K Hold
147
– – 0.01% 295
2023
Q3 		$16.1K Buy
+147
New +$16.9K 0.01% 296

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Trust's BAH Position: Q1 2026 in Review

Clearstead Trust increased its Booz Allen Hamilton (BAH) stake by 77% in Q1 2026, buying an estimated $6.83K and bringing the position to 186 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Clearstead Trust first reported a position in BAH in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.6K in Q2 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Clearstead Trust held 186 shares of Booz Allen Hamilton worth $14.5K as of Q1 2026.
  • Clearstead Trust bought 81 Booz Allen Hamilton shares in Q1 2026, an estimated $6.83K.
  • Booz Allen Hamilton made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #491 holding.
  • Clearstead Trust first reported a position in Booz Allen Hamilton in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Trust's Booz Allen Hamilton position peaked at $22.6K in Q2 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.