Insight Wealth Strategies’s Booz Allen Hamilton BAH Stock Holding History

Insight Wealth Strategies’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	–	Sell	-49,937	Closed	-$4.21M	–	179
2025 Q4	$4.21M	Buy	49,937 +1,577	+3%	+$141K	0.48%	69
2025 Q3	$4.83M	Buy	48,360 +9,544	+25%	+$1.02M	0.57%	55
2025 Q2	$4.17M	Buy	38,816 +10,346	+36%	+$1.16M	0.53%	63
2025 Q1	$2.98M	Buy	28,470 +1,567	+6%	+$189K	0.4%	74
2024 Q4	$3.46M	Buy	+26,903	New	+$4.18M	0.46%	71

Other funds holding BAH

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Wealth Strategies's BAH Position: Q1 2026 in Review

Insight Wealth Strategies sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 49,937 shares — an estimated $4.21M sold.

Insight Wealth Strategies first reported a position in BAH in Q4 2024 and held it in 5 quarters. The position peaked at $4.83M in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

Insight Wealth Strategies reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
Insight Wealth Strategies sold 49,937 Booz Allen Hamilton shares in Q1 2026, an estimated $4.21M.
Insight Wealth Strategies first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 5 quarters.
Insight Wealth Strategies's Booz Allen Hamilton position peaked at $4.83M in Q3 2025.
553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.