CX Institutional’s Booz Allen Hamilton BAH Stock Holding History

CX Institutional’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	$5K	Sell	68 -52,649	-100%	-$3.79M	﹤0.01%	1436
2026 Q2	$3.2M	Buy	52,717 +8,183	+18%	+$625K	0.09%	199
2026 Q1	$3.48M	Buy	44,534 +43,997	+8,193%	+$3.71M	0.11%	199
2025 Q4	$45K	Buy	537 +62	+13%	+$5.55K	﹤0.01%	987
2025 Q3	$47K	Buy	475 +19	+4%	+$2.03K	﹤0.01%	947
2025 Q2	$47K	Buy	456 +145	+47%	+$16.2K	﹤0.01%	860
2025 Q1	$33K	Buy	+311	New	+$37.5K	﹤0.01%	892
2023 Q1	–	Sell	-5,854	Closed	-$612K	–	480
2022 Q4	$612K	Buy	5,854 +889	+18%	+$92.4K	0.04%	343
2022 Q3	$459K	Buy	4,965 +1,975	+66%	+$187K	0.03%	346
2022 Q2	$270K	Buy	2,990 +12	+0.4%	+$1.02K	0.02%	390
2022 Q1	$262K	Buy	+2,978	New	+$245K	0.02%	328
2021 Q3	–	Sell	-7	Closed	-$1K	–	962
2021 Q2	$1K	Buy	+7	New	+$592	﹤0.01%	926
2020 Q3	–	Sell	-32	Closed	-$2K	–	875
2020 Q2	$2K	Buy	+32	New	+$2.42K	﹤0.01%	739
2019 Q3	–	Sell	-12	Closed	-$1K	–	798
2019 Q2	$1K	Buy	+12	New	+$738	﹤0.01%	813

Other funds holding BAH

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

CX Institutional's BAH Position: Q3 2026 in Review

CX Institutional reduced its Booz Allen Hamilton (BAH) stake by 100% in Q3 2026, selling an estimated $3.79M and leaving 68 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

CX Institutional first reported a position in BAH in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2026. 58 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

CX Institutional held 68 shares of Booz Allen Hamilton worth $5K as of Q3 2026.
CX Institutional sold 52,649 Booz Allen Hamilton shares in Q3 2026, an estimated $3.79M.
Booz Allen Hamilton made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1436 holding.
CX Institutional first reported a position in Booz Allen Hamilton in Q2 2019 and has held it in 14 quarters since.
CX Institutional's Booz Allen Hamilton position peaked at $3.48M in Q1 2026.
58 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.