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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
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

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

Integrated Wealth Concepts's BAH Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 5,666 shares — an estimated $566K sold.

Integrated Wealth Concepts first reported a position in BAH in Q3 2024 and held it in 5 quarters. The position peaked at $747K in Q1 2025. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,666 Booz Allen Hamilton shares in Q4 2025, an estimated $566K.
  • Integrated Wealth Concepts first reported a position in Booz Allen Hamilton in Q3 2024 and held it in 5 quarters.
  • Integrated Wealth Concepts's Booz Allen Hamilton position peaked at $747K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

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