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Forte Capital’s Booz Allen Hamilton BAH Stock Holding History

Forte Capital’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
Q2 		$4.26M Buy
40,921
+5,460
+15% +$612K 0.46% 48
2025
Q1 		$3.71M Buy
35,461
+6,044
+21% +$729K 0.44% 47
2024
Q4 		$3.79M Sell
29,417
-1,317
-4% -$205K 0.43% 49
2024
Q3 		$5M Buy
30,734
+22,841
+289% +$3.5M 0.57% 42
2024
Q2 		$1.21M Buy
7,893
+5,940
+304% +$891K 0.15% 103
2024
Q1 		$290K Buy
1,953
+36
+2% +$5.07K 0.04% 197
2023
Q4 		$245K Sell
1,917
-17
-0.9% -$2.12K 0.03% 209
2023
Q3 		$211K Buy
1,934
+1
+0.1% +$115 0.03% 205
2023
Q2 		$216K Buy
+1,933
New +$191K 0.03% 204
2023
Q1 		– Sell
-1,932
Closed -$202K – 211
2022
Q4 		$202K Buy
+1,932
New +$201K 0.03% 198

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Forte Capital's BAH Position: Q2 2025 in Review

Forte Capital increased its Booz Allen Hamilton (BAH) stake by 15% in Q2 2025, buying an estimated $612K and bringing the position to 40,921 shares worth $4.26M. The position accounts for 0.46% of the portfolio, ranked #48.

Forte Capital first reported a position in BAH in Q4 2022 and has held it in 10 quarters since. The position peaked at $5M in Q3 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • Forte Capital held 40,921 shares of Booz Allen Hamilton worth $4.26M as of Q2 2025.
  • Forte Capital bought 5,460 Booz Allen Hamilton shares in Q2 2025, an estimated $612K.
  • Booz Allen Hamilton made up 0.46% of Forte Capital's portfolio in Q2 2025, its #48 holding.
  • Forte Capital first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 10 quarters since.
  • Forte Capital's Booz Allen Hamilton position peaked at $5M in Q3 2024.
  • 700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.