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Concurrent Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Concurrent Investment 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 		$241K Sell
3,978
-19,608
-83% -$1.5M ﹤0.01% 1829
2026
Q1 		$1.84M Buy
+23,586
New +$1.99M 0.02% 651
2025
Q4 		– Sell
-4,464
Closed -$446K – 1787
2025
Q3 		$446K Sell
4,464
-3
-0.1% -$321 0.01% 961
2025
Q2 		$465K Buy
+4,467
New +$500K 0.01% 876
2024
Q4 		– Sell
-2,323
Closed -$378K – 1131
2024
Q3 		$378K Buy
2,323
+569
+32% +$87.1K 0.01% 699
2024
Q2 		$270K Buy
1,754
+287
+20% +$43K 0.01% 777
2024
Q1 		$218K Buy
+1,467
New +$207K 0.01% 775

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

Concurrent Investment Advisors's BAH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 83% in Q2 2026, selling an estimated $1.5M and leaving 3,978 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Concurrent Investment Advisors first reported a position in BAH in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q1 2026. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Concurrent Investment Advisors held 3,978 shares of Booz Allen Hamilton worth $241K as of Q2 2026.
  • Concurrent Investment Advisors sold 19,608 Booz Allen Hamilton shares in Q2 2026, an estimated $1.5M.
  • Booz Allen Hamilton made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1829 holding.
  • Concurrent Investment Advisors first reported a position in Booz Allen Hamilton in Q1 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Booz Allen Hamilton position peaked at $1.84M in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.