Moneta Group Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Moneta Group Investment 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
2026 Q2	–	Sell	-3,104	Closed	-$242K	–	887
2026 Q1	$242K	Buy	3,104 +159	+5%	+$13.4K	﹤0.01%	706
2025 Q4	$248K	Sell	2,945 -864	-23%	-$77.3K	﹤0.01%	694
2025 Q3	$381K	Sell	3,809 -1,467	-28%	-$157K	﹤0.01%	559
2025 Q2	$549K	Buy	5,276 +184	+4%	+$20.6K	0.01%	418
2025 Q1	$533K	Sell	5,092 -446	-8%	-$53.8K	0.01%	400
2024 Q4	$713K	Buy	5,538 +2,138	+63%	+$332K	0.01%	327
2024 Q3	$553K	Sell	3,400 -779	-19%	-$119K	0.01%	383
2024 Q2	$643K	Buy	4,179 +1,626	+64%	+$244K	0.01%	341
2024 Q1	$379K	Sell	2,553 -655	-20%	-$92.2K	0.01%	430
2023 Q4	$410K	Buy	3,208 +762	+31%	+$95K	0.01%	367
2023 Q3	$267K	Sell	2,446 -1,039	-30%	-$119K	0.01%	430
2023 Q2	$389K	Buy	3,485 +531	+18%	+$52.5K	0.01%	379
2023 Q1	$274K	Buy	+2,954	New	+$280K	0.01%	436
2022 Q3	–	Sell	-2,811	Closed	-$254K	–	436
2022 Q2	$254K	Buy	+2,811	New	+$240K	0.01%	402

Other funds holding BAH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's BAH Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Booz Allen Hamilton (BAH) in Q2 2026, closing a stake of 3,104 shares — an estimated $242K sold.

Moneta Group Investment Advisors first reported a position in BAH in Q2 2022 and held it in 14 quarters. The position peaked at $713K in Q4 2024. 559 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

Moneta Group Investment Advisors reported no remaining Booz Allen Hamilton position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,104 Booz Allen Hamilton shares in Q2 2026, an estimated $242K.
Moneta Group Investment Advisors first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 14 quarters.
Moneta Group Investment Advisors's Booz Allen Hamilton position peaked at $713K in Q4 2024.
559 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.