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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return