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Creative Financial Designs’s Booz Allen Hamilton BAH Stock Holding History

Creative Financial Designs’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 		– Sell
-26
Closed -$2.03K – 2265
2026
Q1 		$2.03K Sell
26
-961
-97% -$81K ﹤0.01% 1778
2025
Q4 		$83.3K Buy
987
+239
+32% +$21.4K 0.01% 703
2025
Q3 		$74.8K Buy
748
+255
+52% +$27.3K 0.01% 722
2025
Q2 		$51.3K Buy
493
+104
+27% +$11.6K ﹤0.01% 854
2025
Q1 		$40.7K Buy
389
+127
+48% +$15.3K ﹤0.01% 889
2024
Q4 		$33.7K Buy
262
+148
+130% +$23K ﹤0.01% 918
2024
Q3 		$18.6K Buy
114
+94
+470% +$14.4K ﹤0.01% 1051
2024
Q2 		$3.08K Buy
+20
New +$3K ﹤0.01% 1419
2021
Q4 		– Sell
-49
Closed -$4K – 1219
2021
Q3 		$4K Hold
49
– – ﹤0.01% 1180
2021
Q2 		$4K Hold
49
– – ﹤0.01% 1198
2021
Q1 		$4K Hold
49
– – ﹤0.01% 1085
2020
Q4 		$4K Hold
49
– – ﹤0.01% 1011
2020
Q3 		$4K Hold
49
– – ﹤0.01% 956
2020
Q2 		$4K Buy
+49
New +$3.71K ﹤0.01% 896

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

Creative Financial Designs's BAH Position: Q2 2026 in Review

Creative Financial Designs sold out of Booz Allen Hamilton (BAH) in Q2 2026, closing a stake of 26 shares — an estimated $2.03K sold.

Creative Financial Designs first reported a position in BAH in Q2 2020 and held it in 14 quarters. The position peaked at $83.3K in Q4 2025. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Creative Financial Designs reported no remaining Booz Allen Hamilton position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 26 Booz Allen Hamilton shares in Q2 2026, an estimated $2.03K.
  • Creative Financial Designs first reported a position in Booz Allen Hamilton in Q2 2020 and held it in 14 quarters.
  • Creative Financial Designs's Booz Allen Hamilton position peaked at $83.3K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.