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

Heritage 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 		– Sell
-18
Closed -$1.41K – 696
2026
Q1 		$1.41K Buy
+18
New +$1.52K ﹤0.01% 640
2023
Q3 		– Sell
-60
Closed -$6.7K – 528
2023
Q2 		$6.7K Sell
60
-27
-31% -$2.67K ﹤0.01% 453
2023
Q1 		$8.06K Sell
87
-440
-83% -$41.7K ﹤0.01% 456
2022
Q4 		$55.1K Buy
+527
New +$54.8K ﹤0.01% 315

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

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

Heritage Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2026, closing a stake of 18 shares — an estimated $1.41K sold.

Heritage Wealth Advisors first reported a position in BAH in Q4 2022 and held it in 4 quarters. The position peaked at $55.1K in Q4 2022. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 18 Booz Allen Hamilton shares in Q2 2026, an estimated $1.41K.
  • Heritage Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's Booz Allen Hamilton position peaked at $55.1K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.