Covestor
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Covestor’s Booz Allen Hamilton BAH Stock Holding History

Covestor’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
Q3 		$160K Buy
2,310
+1,313
+132% +$94.5K 0.1% 161
2026
Q2 		$61K Buy
997
+107
+12% +$8.17K 0.04% 680
2026
Q1 		$70K Sell
890
-610
-41% -$51.4K 0.05% 483
2025
Q4 		$127K Buy
1,500
+266
+22% +$23.8K 0.07% 430
2025
Q3 		$123K Buy
1,234
+296
+32% +$31.6K 0.07% 458
2025
Q2 		$98K Sell
938
-45
-5% -$5.04K 0.06% 568
2025
Q1 		$103K Buy
983
+418
+74% +$50.4K 0.07% 471
2024
Q4 		$73K Sell
565
-64
-10% -$9.9K 0.05% 687
2024
Q3 		$103K Buy
629
+293
+87% +$44.9K 0.06% 493
2024
Q2 		$52K Buy
336
+30
+10% +$4.5K 0.03% 834
2024
Q1 		$46K Buy
306
+184
+151% +$25.9K 0.03% 913
2023
Q4 		$16K Sell
122
-236
-66% -$29.4K 0.01% 1270
2023
Q3 		$39K Sell
358
-514
-59% -$59.1K 0.03% 874
2023
Q2 		$97K Buy
872
+166
+24% +$16.4K 0.07% 458
2023
Q1 		$65K Buy
706
+200
+40% +$19K 0.06% 602
2022
Q4 		$53K Sell
506
-162
-24% -$16.8K 0.04% 701
2022
Q3 		$62K Sell
668
-403
-38% -$38.2K 0.05% 605
2022
Q2 		$97K Sell
1,071
-374
-26% -$31.9K 0.08% 434
2022
Q1 		$127K Buy
1,445
+521
+56% +$42.9K 0.08% 362
2021
Q4 		$78K Buy
+924
New +$77.9K 0.11% 279

Other funds holding BAH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Covestor's BAH Position: Q3 2026 in Review

Covestor increased its Booz Allen Hamilton (BAH) stake by 132% in Q3 2026, buying an estimated $94.5K and bringing the position to 2,310 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #161.

Covestor first reported a position in BAH in Q4 2021 and has held it in 20 quarters since. 193 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Covestor held 2,310 shares of Booz Allen Hamilton worth $160K as of Q3 2026.
  • Covestor bought 1,313 Booz Allen Hamilton shares in Q3 2026, an estimated $94.5K.
  • Booz Allen Hamilton made up 0.1% of Covestor's portfolio in Q3 2026, its #161 holding.
  • Covestor first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 20 quarters since.
  • 193 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.