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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's BAH Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Booz Allen Hamilton (BAH) in Q1 2026: 18 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in BAH as recently as Q2 2023.

Heritage Wealth Advisors first reported a position in BAH in Q4 2022 and has held it in 4 quarters since. The position peaked at $55.1K in Q4 2022. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Heritage Wealth Advisors held 18 shares of Booz Allen Hamilton worth $1.41K as of Q1 2026.
  • Booz Allen Hamilton was a new Heritage Wealth Advisors position in Q1 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #640 holding.
  • Heritage Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Booz Allen Hamilton position peaked at $55.1K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.