Evoke Wealth’s Booz Allen Hamilton BAH Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-2,280	Closed	-$237K	–	654
2025 Q2	$237K	Buy	+2,280	New	+$255K	0.01%	520

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's BAH Position: Q3 2025 in Review

Evoke Wealth sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,280 shares — an estimated $237K sold.

Evoke Wealth first reported a position in BAH in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 713 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

Evoke Wealth reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
Evoke Wealth sold 2,280 Booz Allen Hamilton shares in Q3 2025, an estimated $237K.
Evoke Wealth first reported a position in Booz Allen Hamilton in Q2 2025 and held it in 1 quarter.
Evoke Wealth's Booz Allen Hamilton position peaked at $237K in Q2 2025.
713 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.