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Kestra Advisory Services’s Booz Allen Hamilton BAH Stock Holding History

Kestra Advisory Services’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
-2,361
Closed -$199K – 3216
2025
Q4 		$199K Sell
2,361
-3,043
-56% -$272K ﹤0.01% 2891
2025
Q3 		$540K Sell
5,404
-3,411
-39% -$365K ﹤0.01% 2004
2025
Q2 		$918K Sell
8,815
-364
-4% -$40.8K ﹤0.01% 1532
2025
Q1 		$960K Sell
9,179
-322
-3% -$38.8K ﹤0.01% 1414
2024
Q4 		$1.22M Sell
9,501
-234
-2% -$36.3K 0.01% 1279
2024
Q3 		$1.58M Buy
9,735
+816
+9% +$125K 0.01% 1079
2024
Q2 		$1.37M Buy
8,919
+61
+0.7% +$9.14K 0.01% 1148
2024
Q1 		$1.31M Sell
8,858
-182
-2% -$25.6K 0.01% 1075
2023
Q4 		$1.16M Sell
9,040
-570
-6% -$71.1K 0.01% 1048
2023
Q3 		$1.05M Buy
9,610
+2,242
+30% +$258K 0.01% 971
2023
Q2 		$822K Buy
7,368
+4,045
+122% +$400K 0.01% 1072
2023
Q1 		$308K Sell
3,323
-5,881
-64% -$558K ﹤0.01% 1545
2022
Q4 		$962K Buy
9,204
+5,102
+124% +$530K 0.01% 1072
2022
Q3 		$379K Sell
4,102
-112
-3% -$10.6K ﹤0.01% 1467
2022
Q2 		$381K Buy
4,214
+449
+12% +$38.3K ﹤0.01% 1479
2022
Q1 		$331K Sell
3,765
-146
-4% -$12K ﹤0.01% 1537
2021
Q4 		$332K Buy
3,911
+524
+15% +$44.2K ﹤0.01% 1544
2021
Q3 		$269K Sell
3,387
-124
-4% -$10.4K ﹤0.01% 1761
2021
Q2 		$299K Sell
3,511
-702
-17% -$59.3K ﹤0.01% 1565
2021
Q1 		$339K Buy
+4,213
New +$354K ﹤0.01% 1383

Other funds holding BAH

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's BAH Position: Q1 2026 in Review

Kestra Advisory Services sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 2,361 shares — an estimated $199K sold.

Kestra Advisory Services first reported a position in BAH in Q1 2021 and held it in 20 quarters. The position peaked at $1.58M in Q3 2024. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Kestra Advisory Services reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,361 Booz Allen Hamilton shares in Q1 2026, an estimated $199K.
  • Kestra Advisory Services first reported a position in Booz Allen Hamilton in Q1 2021 and held it in 20 quarters.
  • Kestra Advisory Services's Booz Allen Hamilton position peaked at $1.58M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.