Legacy Advisors’s Booz Allen Hamilton BAH Stock Holding History

Legacy Advisors’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 Q2	–	Sell	-2,044	Closed	-$214K	–	57
2025 Q1	$214K	Buy	2,044 +298	+17%	+$35.9K	0.02%	397
2024 Q4	$225K	Sell	1,746 -23	-1%	-$3.57K	0.02%	365
2024 Q3	$288K	Buy	1,769 +12	+0.7%	+$1.84K	0.03%	302
2024 Q2	$270K	Buy	1,757 +9	+0.5%	+$1.35K	0.03%	266
2024 Q1	$259K	Sell	1,748 -44	-2%	-$6.2K	0.03%	268
2023 Q4	$229K	Buy	+1,792	New	+$223K	0.03%	281
2023 Q3	–	Sell	-1,825	Closed	-$204K	–	282
2023 Q2	$204K	Buy	+1,825	New	+$180K	0.03%	260
2023 Q1	–	Sell	-2,095	Closed	-$219K	–	256
2022 Q4	$219K	Buy	+2,095	New	+$218K	0.04%	224

Other funds holding BAH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return