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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
Q2 		$16K Buy
264
+78
+42% +$5.96K ﹤0.01% 512
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 $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 Trust's BAH Position: Q2 2026 in Review

Clearstead Trust increased its Booz Allen Hamilton (BAH) stake by 42% in Q2 2026, buying an estimated $5.96K and bringing the position to 264 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Clearstead Trust first reported a position in BAH in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.6K in Q2 2024. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Clearstead Trust held 264 shares of Booz Allen Hamilton worth $16K as of Q2 2026.
  • Clearstead Trust bought 78 Booz Allen Hamilton shares in Q2 2026, an estimated $5.96K.
  • Booz Allen Hamilton made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #512 holding.
  • Clearstead Trust first reported a position in Booz Allen Hamilton in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Trust's Booz Allen Hamilton position peaked at $22.6K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

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