MGIA
BAH icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's BAH Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Booz Allen Hamilton (BAH) stake by 5.4% in Q1 2026, buying an estimated $13.4K and bringing the position to 3,104 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Moneta Group Investment Advisors first reported a position in BAH in Q2 2022 and has held it in 14 quarters since. The position peaked at $713K in Q4 2024. 554 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Moneta Group Investment Advisors held 3,104 shares of Booz Allen Hamilton worth $242K as of Q1 2026.
  • Moneta Group Investment Advisors bought 159 Booz Allen Hamilton shares in Q1 2026, an estimated $13.4K.
  • Booz Allen Hamilton made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #706 holding.
  • Moneta Group Investment Advisors first reported a position in Booz Allen Hamilton in Q2 2022 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's Booz Allen Hamilton position peaked at $713K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.