Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Booz Allen Hamilton BAH Stock Holding History

Kovitz Investment Group Partners’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
-2,118
Closed -$221K – 1402
2025
Q2 		$221K Buy
+2,118
New +$237K ﹤0.01% 1245

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's BAH Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,118 shares — an estimated $221K sold.

Kovitz Investment Group Partners first reported a position in BAH in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,118 Booz Allen Hamilton shares in Q3 2025, an estimated $221K.
  • Kovitz Investment Group Partners first reported a position in Booz Allen Hamilton in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Booz Allen Hamilton position peaked at $221K in Q2 2025.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.