IWA
BAH icon

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

Icon 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
2025
Q4 		– Sell
-1,113
Closed -$111K – 403
2025
Q3 		$111K Sell
1,113
-27
-2% -$2.89K 0.01% 487
2025
Q2 		$119K Sell
1,140
-24
-2% -$2.69K 0.01% 472
2025
Q1 		$122K Sell
1,164
-34
-3% -$4.1K 0.01% 447
2024
Q4 		$154K Buy
1,198
+39
+3% +$6.06K 0.01% 422
2024
Q3 		$189K Buy
1,159
+11
+1% +$1.68K 0.02% 366
2024
Q2 		$165K Sell
1,148
-144
-11% -$21.6K 0.01% 367
2024
Q1 		$192K Buy
1,292
+171
+15% +$24.1K 0.02% 347
2023
Q4 		$143K Buy
+1,121
New +$140K 0.01% 364
2022
Q4 		– Sell
-1,111
Closed -$103K – 334
2022
Q3 		$103K Buy
+1,111
New +$105K 0.01% 389

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Icon Wealth Advisors's BAH Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 1,113 shares — an estimated $111K sold.

Icon Wealth Advisors first reported a position in BAH in Q3 2022 and held it in 9 quarters. The position peaked at $192K in Q1 2024. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,113 Booz Allen Hamilton shares in Q4 2025, an estimated $111K.
  • Icon Wealth Advisors first reported a position in Booz Allen Hamilton in Q3 2022 and held it in 9 quarters.
  • Icon Wealth Advisors's Booz Allen Hamilton position peaked at $192K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.