IAG
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Ipsen Advisor Group’s Booz Allen Hamilton BAH Stock Holding History

Ipsen Advisor Group’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 		$362K Buy
5,961
+866
+17% +$66.1K 0.23% 90
2026
Q1 		$398K Buy
5,095
+615
+14% +$51.8K 0.28% 85
2025
Q4 		$378K Buy
4,480
+236
+6% +$21.1K 0.27% 86
2025
Q3 		$424K Buy
4,244
+138
+3% +$14.8K 0.31% 80
2025
Q2 		$428K Buy
4,106
+472
+13% +$52.9K 0.33% 77
2025
Q1 		$380K Buy
3,634
+285
+9% +$34.4K 0.33% 75
2024
Q4 		$431K Buy
+3,349
New +$520K 0.37% 67
2022
Q4 		$351K Buy
+3,356
New +$349K 0.4% 67

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

Ipsen Advisor Group's BAH Position: Q2 2026 in Review

Ipsen Advisor Group increased its Booz Allen Hamilton (BAH) stake by 17% in Q2 2026, buying an estimated $66.1K and bringing the position to 5,961 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #90.

Ipsen Advisor Group first reported a position in BAH in Q4 2022 and has held it in 8 quarters since. The position peaked at $431K in Q4 2024. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Ipsen Advisor Group held 5,961 shares of Booz Allen Hamilton worth $362K as of Q2 2026.
  • Ipsen Advisor Group bought 866 Booz Allen Hamilton shares in Q2 2026, an estimated $66.1K.
  • Booz Allen Hamilton made up 0.23% of Ipsen Advisor Group's portfolio in Q2 2026, its #90 holding.
  • Ipsen Advisor Group first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Booz Allen Hamilton position peaked at $431K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.