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HighPoint Advisor Group’s Booz Allen Hamilton BAH Stock Holding History

HighPoint Advisor Group’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
Q3 		– Sell
-3,162
Closed -$329K – 689
2025
Q2 		$329K Sell
3,162
-164
-5% -$18.4K 0.02% 486
2025
Q1 		$397K Sell
3,326
-673
-17% -$81.1K 0.02% 415
2024
Q4 		$497K Sell
3,999
-91
-2% -$14.1K 0.03% 378
2024
Q3 		$742K Sell
4,090
-6
-0.1% -$919 0.04% 285
2024
Q2 		$569K Sell
4,096
-31
-0.8% -$4.65K 0.03% 325
2024
Q1 		$627K Buy
4,127
+68
+2% +$9.57K 0.04% 309
2023
Q4 		$593K Buy
+4,059
New +$506K 0.04% 321
2022
Q2 		$331K Buy
+3,602
New +$307K 0.04% 373
2016
Q3 		– Sell
-17,900
Closed -$536K – 287
2016
Q2 		$536K Sell
17,900
-6,350
-26% -$182K 0.19% 135
2016
Q1 		$673K Buy
24,250
+3,049
+14% +$87K 0.41% 68
2015
Q4 		$627K Buy
21,201
+12,506
+144% +$363K 0.41% 75
2015
Q3 		$228K Buy
+8,695
New +$232K 0.25% 120

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return