Corient Private Wealth
BAH icon

Corient Private Wealth’s Booz Allen Hamilton BAH Stock Holding History

Corient Private Wealth’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 		$642K Sell
10,579
-17,394
-62% -$1.33M ﹤0.01% 2063
2026
Q1 		$2.2M Buy
27,973
+1,453
+5% +$122K ﹤0.01% 1215
2025
Q4 		$2.24M Sell
26,520
-1,830
-6% -$164K ﹤0.01% 1092
2025
Q3 		$2.83M Sell
28,350
-12,348
-30% -$1.32M ﹤0.01% 923
2025
Q2 		$4.24M Buy
40,698
+1,185
+3% +$133K 0.01% 747
2025
Q1 		$4.13M Sell
39,513
-11,355
-22% -$1.37M 0.01% 738
2024
Q4 		$6.55M Buy
50,868
+5,655
+13% +$878K 0.01% 627
2024
Q3 		$7.36M Sell
45,213
-7,150
-14% -$1.09M 0.01% 649
2024
Q2 		$8.06M Buy
52,363
+2,498
+5% +$375K 0.01% 575
2024
Q1 		$7.4M Sell
49,865
-302,701
-86% -$42.6M 0.01% 599
2023
Q4 		$45.1M Sell
352,566
-51,621
-13% -$6.44M 0.08% 233
2023
Q3 		$44.2M Buy
404,187
+16,403
+4% +$1.89M 0.1% 212
2023
Q2 		$43.3M Buy
387,784
+31,561
+9% +$3.12M 0.1% 211
2023
Q1 		$33M Buy
356,223
+78,987
+28% +$7.49M 0.09% 220
2022
Q4 		$29M Buy
+277,236
New +$28.8M 0.11% 208

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

Corient Private Wealth's BAH Position: Q2 2026 in Review

Corient Private Wealth reduced its Booz Allen Hamilton (BAH) stake by 62% in Q2 2026, selling an estimated $1.33M and leaving 10,579 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Corient Private Wealth first reported a position in BAH in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.1M in Q4 2023. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Corient Private Wealth held 10,579 shares of Booz Allen Hamilton worth $642K as of Q2 2026.
  • Corient Private Wealth sold 17,394 Booz Allen Hamilton shares in Q2 2026, an estimated $1.33M.
  • Booz Allen Hamilton made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2063 holding.
  • Corient Private Wealth first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Booz Allen Hamilton position peaked at $45.1M in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.