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
Q1 		$2.2M Sell
27,973
-9,955
-26% -$839K ﹤0.01% 1215
2025
Q4 		$3.2M Buy
37,928
+9,578
+34% +$857K ﹤0.01% 1271
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 $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

Corient Private Wealth's BAH Position: Q1 2026 in Review

Corient Private Wealth reduced its Booz Allen Hamilton (BAH) stake by 26% in Q1 2026, selling an estimated $839K and leaving 27,973 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Corient Private Wealth first reported a position in BAH in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.1M in Q4 2023. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Corient Private Wealth held 27,973 shares of Booz Allen Hamilton worth $2.2M as of Q1 2026.
  • Corient Private Wealth sold 9,955 Booz Allen Hamilton shares in Q1 2026, an estimated $839K.
  • Booz Allen Hamilton made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1215 holding.
  • Corient Private Wealth first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Booz Allen Hamilton position peaked at $45.1M in Q4 2023.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.