Guardian Wealth Advisors (North Carolina)’s Booz Allen Hamilton BAH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,263	Closed	-$226K	–	369
2025 Q3	$226K	Sell	2,263 -516	-19%	-$55.2K	0.01%	328
2025 Q2	$289K	Sell	2,779 -180	-6%	-$20.2K	0.02%	273
2025 Q1	$309K	Buy	2,959 +88	+3%	+$10.6K	0.02%	249
2024 Q4	$369K	Sell	2,871 -600	-17%	-$93.2K	0.03%	227
2024 Q3	$565K	Hold	3,471	–	–	0.06%	150
2024 Q2	$534K	Hold	3,471	–	–	0.06%	148
2024 Q1	$515K	Sell	3,471 -14	-0.4%	-$1.97K	0.06%	149
2023 Q4	$446K	Hold	3,485	–	–	0.07%	146
2023 Q3	$381K	Sell	3,485 -25	-0.7%	-$2.87K	0.06%	151
2023 Q2	$392K	Sell	3,510 -53	-1%	-$5.24K	0.07%	148
2023 Q1	$330K	Sell	3,563 -172	-5%	-$16.3K	0.06%	162
2022 Q4	$390K	Buy	3,735 +270	+8%	+$28.1K	0.08%	132
2022 Q3	$320K	Hold	3,465	–	–	0.06%	138
2022 Q2	$313K	Buy	+3,465	New	+$296K	0.06%	143

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

Guardian Wealth Advisors (North Carolina)'s BAH Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 2,263 shares — an estimated $226K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BAH in Q2 2022 and held it in 14 quarters. The position peaked at $565K in Q3 2024. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,263 Booz Allen Hamilton shares in Q4 2025, an estimated $226K.
Guardian Wealth Advisors (North Carolina) first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Booz Allen Hamilton position peaked at $565K in Q3 2024.
629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.