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Kaufman Rossin Wealth’s Booz Allen Hamilton BAH Stock Holding History

Kaufman Rossin Wealth’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
-3,321
Closed -$332K – 160
2025
Q3 		$332K Buy
+3,321
New +$355K 0.18% 84
2025
Q2 		– Sell
-3,673
Closed -$384K – 146
2025
Q1 		$384K Buy
+3,673
New +$443K 0.27% 60

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

Kaufman Rossin Wealth's BAH Position: Q4 2025 in Review

Kaufman Rossin Wealth sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 3,321 shares — an estimated $332K sold.

Kaufman Rossin Wealth first reported a position in BAH in Q1 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2025. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Kaufman Rossin Wealth reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 3,321 Booz Allen Hamilton shares in Q4 2025, an estimated $332K.
  • Kaufman Rossin Wealth first reported a position in Booz Allen Hamilton in Q1 2025 and held it in 2 quarters.
  • Kaufman Rossin Wealth's Booz Allen Hamilton position peaked at $384K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.