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Grant Private Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Grant Private Wealth Management’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 		– Sell
-2,500
Closed -$261K – 81
2025
Q1 		$261K Sell
2,500
-100
-4% -$12.1K 0.28% 98
2024
Q4 		$335K Buy
+2,600
New +$404K 0.36% 70

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Grant Private Wealth Management's BAH Position: Q2 2025 in Review

Grant Private Wealth Management sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 2,500 shares — an estimated $261K sold.

Grant Private Wealth Management first reported a position in BAH in Q4 2024 and held it in 2 quarters. The position peaked at $335K in Q4 2024. 701 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • Grant Private Wealth Management reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 2,500 Booz Allen Hamilton shares in Q2 2025, an estimated $261K.
  • Grant Private Wealth Management first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 2 quarters.
  • Grant Private Wealth Management's Booz Allen Hamilton position peaked at $335K in Q4 2024.
  • 701 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Grant Private Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.