Cresset Asset Management’s Booz Allen Hamilton BAH Stock Holding History

Cresset Asset Management’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	$224K	Sell	2,868 -252	-8%	-$21.2K	﹤0.01%	1416
2025 Q4	$263K	Buy	3,120 +157	+5%	+$14.1K	﹤0.01%	1357
2025 Q3	$296K	Buy	+2,963	New	+$317K	﹤0.01%	1247
2025 Q2	–	Sell	-3,066	Closed	-$321K	–	1466
2025 Q1	$321K	Sell	3,066 -2,196	-42%	-$265K	﹤0.01%	1275
2024 Q4	$677K	Sell	5,262 -20,872	-80%	-$3.24M	﹤0.01%	958
2024 Q3	$4.25M	Sell	26,134 -1,920	-7%	-$294K	0.02%	488
2024 Q2	$4.32M	Buy	28,054 +3	+0%	+$450	0.02%	462
2024 Q1	$4.16M	Buy	28,051 +519	+2%	+$73.1K	0.02%	412
2023 Q4	$3.52M	Buy	27,532 +43	+0.2%	+$5.36K	0.02%	406
2023 Q3	$3M	Buy	27,489 +4,658	+20%	+$535K	0.01%	434
2023 Q2	$2.55M	Buy	+22,831	New	+$2.26M	﹤0.01%	574
2023 Q1	–	Sell	-4,357	Closed	-$346K	–	818
2022 Q4	$346K	Buy	+4,357	New	+$453K	﹤0.01%	504
2022 Q2	–	Sell	-3,520	Closed	-$309K	–	954
2022 Q1	$309K	Sell	3,520 -3,829	-52%	-$315K	﹤0.01%	768
2021 Q4	$623K	Buy	+7,349	New	+$620K	0.01%	621
2021 Q3	–	Sell	-2,352	Closed	-$200K	–	1104
2021 Q2	$200K	Buy	+2,352	New	+$199K	﹤0.01%	955
2020 Q2	–	Sell	-3,189	Closed	-$219K	–	660
2020 Q1	$219K	Sell	3,189 -156	-5%	-$11.5K	0.01%	486
2019 Q4	$238K	Buy	3,345 +20	+0.6%	+$1.42K	0.01%	509
2019 Q3	$236K	Sell	3,325 -87	-3%	-$6.16K	0.01%	450
2019 Q2	$226K	Buy	3,412 +757	+29%	+$46.5K	0.01%	404
2019 Q1	$154K	Buy	2,655 +435	+20%	+$22.6K	0.01%	436
2018 Q4	$100K	Buy	+2,220	New	+$109K	0.01%	324

Other funds holding BAH

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cresset Asset Management's BAH Position: Q1 2026 in Review

Cresset Asset Management reduced its Booz Allen Hamilton (BAH) stake by 8.1% in Q1 2026, selling an estimated $21.2K and leaving 2,868 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Cresset Asset Management first reported a position in BAH in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.32M in Q2 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Cresset Asset Management held 2,868 shares of Booz Allen Hamilton worth $224K as of Q1 2026.
Cresset Asset Management sold 252 Booz Allen Hamilton shares in Q1 2026, an estimated $21.2K.
Booz Allen Hamilton made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1416 holding.
Cresset Asset Management first reported a position in Booz Allen Hamilton in Q4 2018 and has held it in 21 quarters since.
Cresset Asset Management's Booz Allen Hamilton position peaked at $4.32M in Q2 2024.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.