EWA
BAH icon

EverSource Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

EverSource Wealth Advisors’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 		$108K Buy
1,778
+1,243
+232% +$94.9K ﹤0.01% 1343
2026
Q1 		$41.7K Sell
535
-183
-25% -$15.4K ﹤0.01% 2031
2025
Q4 		$60.6K Sell
718
-2,336
-76% -$209K ﹤0.01% 1625
2025
Q3 		$305K Buy
3,054
+1,625
+114% +$174K 0.01% 724
2025
Q2 		$149K Buy
1,429
+815
+133% +$91.3K 0.01% 1002
2025
Q1 		$64.2K Buy
614
+387
+170% +$46.6K ﹤0.01% 1119
2024
Q4 		$29.2K Buy
227
+134
+144% +$20.8K ﹤0.01% 1437
2024
Q3 		$15.1K Buy
93
+14
+18% +$2.14K ﹤0.01% 1637
2024
Q2 		$11.3K Buy
79
+27
+52% +$4.05K ﹤0.01% 1787
2024
Q1 		$7.68K Buy
52
+1
+2% +$141 ﹤0.01% 1832
2023
Q4 		$6.52K Buy
51
+3
+6% +$374 ﹤0.01% 1750
2023
Q3 		$5.25K Sell
48
-2
-4% -$230 ﹤0.01% 1689
2023
Q2 		$5.58K Buy
50
+15
+43% +$1.48K ﹤0.01% 1688
2023
Q1 		$3.25K Buy
35
+6
+21% +$569 ﹤0.01% 1785
2022
Q4 		$3.03K Buy
29
+5
+21% +$520 ﹤0.01% 1786
2022
Q3 		$2K Buy
+24
New +$2.27K ﹤0.01% 1625

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's BAH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Booz Allen Hamilton (BAH) stake by 232% in Q2 2026, buying an estimated $94.9K and bringing the position to 1,778 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

EverSource Wealth Advisors first reported a position in BAH in Q3 2022 and has held it in 16 quarters since. The position peaked at $305K in Q3 2025. 554 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • EverSource Wealth Advisors held 1,778 shares of Booz Allen Hamilton worth $108K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,243 Booz Allen Hamilton shares in Q2 2026, an estimated $94.9K.
  • Booz Allen Hamilton made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1343 holding.
  • EverSource Wealth Advisors first reported a position in Booz Allen Hamilton in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Booz Allen Hamilton position peaked at $305K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.