Envestnet Portfolio Solutions’s Booz Allen Hamilton BAH Stock Holding History

Envestnet Portfolio Solutions’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 Q4	–	Sell	-2,056	Closed	-$206K	–	1491
2025 Q3	$206K	Sell	2,056 -3,764	-65%	-$402K	﹤0.01%	1417
2025 Q2	$606K	Sell	5,820 -6,568	-53%	-$736K	﹤0.01%	1008
2025 Q1	$1.3M	Sell	12,388 -14,378	-54%	-$1.73M	0.01%	726
2024 Q4	$3.44M	Sell	26,766 -6,743	-20%	-$1.05M	0.01%	498
2024 Q3	$5.45M	Buy	33,509 +1,407	+4%	+$215K	0.02%	371
2024 Q2	$4.94M	Sell	32,102 -4,438	-12%	-$665K	0.02%	371
2024 Q1	$5.42M	Buy	36,540 +3,136	+9%	+$442K	0.02%	354
2023 Q4	$4.27M	Sell	33,404 -2,289	-6%	-$285K	0.02%	371
2023 Q3	$3.9M	Buy	+35,693	New	+$4.1M	0.02%	372

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 Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Envestnet Portfolio Solutions's BAH Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 2,056 shares — an estimated $206K sold.

Envestnet Portfolio Solutions first reported a position in BAH in Q3 2023 and held it in 9 quarters. The position peaked at $5.45M in Q3 2024. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,056 Booz Allen Hamilton shares in Q4 2025, an estimated $206K.
Envestnet Portfolio Solutions first reported a position in Booz Allen Hamilton in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Booz Allen Hamilton position peaked at $5.45M in Q3 2024.
629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.