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

Modera 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
2025
Q3 		– Sell
-2,029
Closed -$211K – 648
2025
Q2 		$211K Buy
+2,029
New +$227K ﹤0.01% 618
2022
Q1 		– Sell
-3,385
Closed -$287K – 378
2021
Q4 		$287K Buy
+3,385
New +$285K 0.01% 432

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Modera Wealth Management's BAH Position: Q3 2025 in Review

Modera Wealth Management sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,029 shares — an estimated $211K sold.

Modera Wealth Management first reported a position in BAH in Q4 2021 and held it in 2 quarters. The position peaked at $287K in Q4 2021. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Modera Wealth Management reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 2,029 Booz Allen Hamilton shares in Q3 2025, an estimated $211K.
  • Modera Wealth Management first reported a position in Booz Allen Hamilton in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Booz Allen Hamilton position peaked at $287K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.