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Independent Advisor Alliance’s Booz Allen Hamilton BAH Stock Holding History

Independent Advisor Alliance’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
-2,165
Closed -$225K – 951
2025
Q2 		$225K Buy
+2,165
New +$242K 0.01% 803
2025
Q1 		– Sell
-6,757
Closed -$870K – 832
2024
Q4 		$870K Buy
6,757
+198
+3% +$30.8K 0.01% 764
2024
Q3 		$1.07M Sell
6,559
-533
-8% -$81.6K 0.04% 324
2024
Q2 		$1.09M Sell
7,092
-4,836
-41% -$725K 0.04% 310
2024
Q1 		$1.77M Buy
11,928
+43
+0.4% +$6.05K 0.06% 234
2023
Q4 		$1.52M Sell
11,885
-108
-0.9% -$13.5K 0.05% 251
2023
Q3 		$1.31M Sell
11,993
-2,225
-16% -$256K 0.06% 253
2023
Q2 		$1.59M Sell
14,218
-485
-3% -$47.9K 0.07% 235
2023
Q1 		$1.36M Buy
+14,703
New +$1.39M 0.07% 245
2022
Q4 		– Sell
-3,133
Closed -$289K – 445
2022
Q3 		$289K Sell
3,133
-209
-6% -$19.8K 0.02% 489
2022
Q2 		$302K Sell
3,342
-65
-2% -$5.55K 0.02% 479
2022
Q1 		$299K Buy
+3,407
New +$280K 0.01% 506
2020
Q1 		– Sell
-12,151
Closed -$864K – 450
2019
Q4 		$864K Buy
12,151
+889
+8% +$63.3K 0.04% 402
2019
Q3 		$800K Buy
+11,262
New +$797K 0.1% 185

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's BAH Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,165 shares — an estimated $225K sold.

Independent Advisor Alliance first reported a position in BAH in Q3 2019 and held it in 14 quarters. The position peaked at $1.77M in Q1 2024. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,165 Booz Allen Hamilton shares in Q3 2025, an estimated $225K.
  • Independent Advisor Alliance first reported a position in Booz Allen Hamilton in Q3 2019 and held it in 14 quarters.
  • Independent Advisor Alliance's Booz Allen Hamilton position peaked at $1.77M in Q1 2024.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.