Kestra Private Wealth Services’s Booz Allen Hamilton BAH Stock Holding History

Kestra Private Wealth 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
2025 Q3	–	Sell	-2,269	Closed	-$236K	–	1675
2025 Q2	$236K	Sell	2,269 -183	-7%	-$20.5K	﹤0.01%	1425
2025 Q1	$256K	Buy	+2,452	New	+$296K	﹤0.01%	1274
2024 Q4	–	Sell	-3,677	Closed	-$598K	–	1425
2024 Q3	$598K	Sell	3,677 -206	-5%	-$31.5K	0.01%	814
2024 Q2	$598K	Buy	3,883 +154	+4%	+$23.1K	0.01%	760
2024 Q1	$554K	Buy	3,729 +356	+11%	+$50.1K	0.01%	760
2023 Q4	$431K	Buy	+3,373	New	+$420K	0.01%	787
2021 Q3	–	Sell	-3,739	Closed	-$318K	–	924
2021 Q2	$318K	Buy	+3,739	New	+$316K	0.02%	655

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Private Wealth Services's BAH Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,269 shares — an estimated $236K sold.

Kestra Private Wealth Services first reported a position in BAH in Q2 2021 and held it in 7 quarters. The position peaked at $598K in Q3 2024. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

Kestra Private Wealth Services reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 2,269 Booz Allen Hamilton shares in Q3 2025, an estimated $236K.
Kestra Private Wealth Services first reported a position in Booz Allen Hamilton in Q2 2021 and held it in 7 quarters.
Kestra Private Wealth Services's Booz Allen Hamilton position peaked at $598K in Q3 2024.
715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.