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Integrated Wealth Concepts’s Booz Allen Hamilton BAH Stock Holding History

Integrated Wealth Concepts’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
Q2 		$368K Buy
+6,064
New +$463K ﹤0.01% 1859
2025
Q4 		– Sell
-5,666
Closed -$566K – 1648
2025
Q3 		$566K Buy
5,666
+1,747
+45% +$187K 0.01% 1278
2025
Q2 		$408K Sell
3,919
-3,221
-45% -$361K ﹤0.01% 1384
2025
Q1 		$747K Buy
7,140
+5,584
+359% +$673K 0.01% 960
2024
Q4 		$200K Buy
1,556
+172
+12% +$26.7K ﹤0.01% 1604
2024
Q3 		$225K Buy
+1,384
New +$212K ﹤0.01% 1504

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's BAH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Booz Allen Hamilton (BAH) in Q2 2026: 6,064 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BAH as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BAH in Q3 2024 and has held it in 6 quarters since. The position peaked at $747K in Q1 2025. 561 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Integrated Wealth Concepts held 6,064 shares of Booz Allen Hamilton worth $368K as of Q2 2026.
  • Booz Allen Hamilton was a new Integrated Wealth Concepts position in Q2 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1859 holding.
  • Integrated Wealth Concepts first reported a position in Booz Allen Hamilton in Q3 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Booz Allen Hamilton position peaked at $747K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.