CreativeOne Wealth’s Booz Allen Hamilton BAH Stock Holding History

CreativeOne 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
2025 Q1	–	Sell	-6,787	Closed	-$874K	–	1061
2024 Q4	$874K	Sell	6,787 -959	-12%	-$149K	0.03%	513
2024 Q3	$1.26M	Buy	+7,746	New	+$1.19M	0.04%	370
2024 Q2	–	Sell	-6,428	Closed	-$955K	–	774
2024 Q1	$955K	Buy	+6,428	New	+$905K	0.04%	389
2023 Q3	–	Sell	-6,263	Closed	-$699K	–	589
2023 Q2	$699K	Buy	6,263 +350	+6%	+$34.6K	0.03%	398
2023 Q1	$549K	Buy	5,913 +217	+4%	+$20.6K	0.03%	437
2022 Q4	$595K	Buy	+5,696	New	+$592K	0.03%	382
2022 Q1	–	Sell	-2,942	Closed	-$250K	–	737
2021 Q4	$250K	Buy	2,942 +285	+11%	+$24K	0.01%	643
2021 Q3	$211K	Buy	+2,657	New	+$222K	0.01%	650

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's BAH Position: Q1 2025 in Review

CreativeOne Wealth sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 6,787 shares — an estimated $874K sold.

CreativeOne Wealth first reported a position in BAH in Q3 2021 and held it in 8 quarters. The position peaked at $1.26M in Q3 2024. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

CreativeOne Wealth reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 6,787 Booz Allen Hamilton shares in Q1 2025, an estimated $874K.
CreativeOne Wealth first reported a position in Booz Allen Hamilton in Q3 2021 and held it in 8 quarters.
CreativeOne Wealth's Booz Allen Hamilton position peaked at $1.26M in Q3 2024.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.