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Kingsview Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Kingsview Wealth Management’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 		$3.59M Sell
59,233
-21,587
-27% -$1.65M 0.04% 411
2026
Q1 		$6.31M Sell
80,820
-7,053
-8% -$595K 0.09% 250
2025
Q4 		$7.41M Sell
87,873
-34,466
-28% -$3.08M 0.11% 188
2025
Q3 		$12.2M Buy
122,339
+24,560
+25% +$2.63M 0.19% 101
2025
Q2 		$10.2M Buy
97,779
+89,711
+1,112% +$10M 0.17% 102
2025
Q1 		$844K Buy
8,068
+15
+0.2% +$1.81K 0.02% 591
2024
Q4 		$1.04M Sell
8,053
-32
-0.4% -$4.97K 0.02% 532
2024
Q3 		$1.32M Sell
8,085
-19
-0.2% -$2.91K 0.03% 467
2024
Q2 		$1.25M Buy
8,104
+22
+0.3% +$3.3K 0.03% 454
2024
Q1 		$1.2M Sell
8,082
-873
-10% -$123K 0.03% 454
2023
Q4 		$1.15M Buy
8,955
+884
+11% +$110K 0.03% 430
2023
Q3 		$882K Buy
8,071
+7
+0.1% +$805 0.03% 469
2023
Q2 		$900K Hold
8,064
– – 0.04% 438
2023
Q1 		$747K Sell
8,064
-42
-0.5% -$3.98K 0.03% 469
2022
Q4 		$847K Sell
8,106
-5,230
-39% -$544K 0.04% 378
2022
Q3 		$1.23M Buy
13,336
+5,795
+77% +$549K 0.06% 290
2022
Q2 		$681K Hold
7,541
– – 0.03% 467
2022
Q1 		$662K Hold
7,541
– – 0.03% 515
2021
Q4 		$639K Hold
7,541
– – 0.03% 512
2021
Q3 		$598K Hold
7,541
– – 0.03% 505
2021
Q2 		$650K Sell
7,541
-8,395
-53% -$710K 0.03% 490
2021
Q1 		$1.3M Buy
15,936
+8,664
+119% +$727K 0.07% 272
2020
Q4 		$634K Hold
7,272
– – 0.05% 388
2020
Q3 		$603K Sell
7,272
-3,321
-31% -$272K 0.05% 324
2020
Q2 		$824K Buy
10,593
+378
+4% +$28.6K 0.08% 238
2020
Q1 		$701K Buy
10,215
+2,487
+32% +$183K 0.09% 223
2019
Q4 		$550K Buy
7,728
+434
+6% +$30.9K 0.07% 266
2019
Q3 		$518K Sell
7,294
-391
-5% -$27.7K 0.08% 248
2019
Q2 		$509K Buy
7,685
+233
+3% +$14.3K 0.09% 244
2019
Q1 		$433K Buy
7,452
+352
+5% +$18.3K 0.07% 287
2018
Q4 		$320K Buy
+7,100
New +$349K 0.07% 276

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

Kingsview Wealth Management's BAH Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Booz Allen Hamilton (BAH) stake by 27% in Q2 2026, selling an estimated $1.65M and leaving 59,233 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #411.

Kingsview Wealth Management first reported a position in BAH in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.2M in Q3 2025. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Kingsview Wealth Management held 59,233 shares of Booz Allen Hamilton worth $3.59M as of Q2 2026.
  • Kingsview Wealth Management sold 21,587 Booz Allen Hamilton shares in Q2 2026, an estimated $1.65M.
  • Booz Allen Hamilton made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Kingsview Wealth Management first reported a position in Booz Allen Hamilton in Q4 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Booz Allen Hamilton position peaked at $12.2M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.