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Congress Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Congress 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
Q2 		$7.88M Sell
75,686
-11,899
-14% -$1.33M 0.08% 294
2025
Q1 		$9.16M Sell
87,585
-14,647
-14% -$1.77M 0.11% 223
2024
Q4 		$13.2M Sell
102,232
-5,182
-5% -$805K 0.18% 166
2024
Q3 		$17.5M Buy
107,414
+2,157
+2% +$330K 0.23% 124
2024
Q2 		$16.2M Sell
105,257
-239
-0.2% -$35.8K 0.26% 106
2024
Q1 		$15.7M Sell
105,496
-848
-0.8% -$119K 0.27% 103
2023
Q4 		$13.6M Sell
106,344
-214
-0.2% -$26.7K 0.25% 114
2023
Q3 		$11.6M Buy
106,558
+435
+0.4% +$50K 0.24% 124
2023
Q2 		$11.8M Sell
106,123
-805
-0.8% -$79.6K 0.27% 113
2023
Q1 		$9.91M Buy
106,928
+1,383
+1% +$131K 0.24% 134
2022
Q4 		$11M Sell
105,545
-7,076
-6% -$736K 0.28% 104
2022
Q3 		$10.4M Buy
112,621
+2,965
+3% +$281K 0.28% 99
2022
Q2 		$9.91M Sell
109,656
-110
-0.1% -$9.39K 0.25% 116
2022
Q1 		$9.64M Buy
109,766
+923
+0.8% +$76K 0.21% 145
2021
Q4 		$9.23M Buy
+108,843
New +$9.18M 0.18% 161

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Congress Wealth Management's BAH Position: Q2 2025 in Review

Congress Wealth Management reduced its Booz Allen Hamilton (BAH) stake by 14% in Q2 2025, selling an estimated $1.33M and leaving 75,686 shares worth $7.88M. The position accounts for 0.08% of the portfolio, ranked #294.

Congress Wealth Management first reported a position in BAH in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.5M in Q3 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • Congress Wealth Management held 75,686 shares of Booz Allen Hamilton worth $7.88M as of Q2 2025.
  • Congress Wealth Management sold 11,899 Booz Allen Hamilton shares in Q2 2025, an estimated $1.33M.
  • Booz Allen Hamilton made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #294 holding.
  • Congress Wealth Management first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Booz Allen Hamilton position peaked at $17.5M in Q3 2024.
  • 700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.