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Elevation Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

Elevation Wealth Partners’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 		$5.07K Sell
73
-27
-27% -$1.94K ﹤0.01% 1097
2026
Q2 		$6.07K Buy
100
+83
+488% +$6.34K ﹤0.01% 965
2026
Q1 		$1.33K Sell
17
-99
-85% -$8.35K ﹤0.01% 969
2025
Q4 		$9.79K Buy
+116
New +$10.4K ﹤0.01% 486
2024
Q3 		– Sell
-31
Closed -$4.77K – 484
2024
Q2 		$4.77K Buy
+31
New +$4.65K ﹤0.01% 386

Other funds holding BAH

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Elevation Wealth Partners's BAH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Booz Allen Hamilton (BAH) stake by 27% in Q3 2026, selling an estimated $1.94K and leaving 73 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Elevation Wealth Partners first reported a position in BAH in Q2 2024 and has held it in 5 quarters since. The position peaked at $9.79K in Q4 2025. 15 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Elevation Wealth Partners held 73 shares of Booz Allen Hamilton worth $5.07K as of Q3 2026.
  • Elevation Wealth Partners sold 27 Booz Allen Hamilton shares in Q3 2026, an estimated $1.94K.
  • Booz Allen Hamilton made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1097 holding.
  • Elevation Wealth Partners first reported a position in Booz Allen Hamilton in Q2 2024 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Booz Allen Hamilton position peaked at $9.79K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.