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NewEdge Wealth’s Booz Allen Hamilton BAH Stock Holding History

NewEdge Wealth’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
-5,703
Closed -$632K – 1023
2025
Q2 		$632K Sell
5,703
-666
-10% -$74.6K 0.01% 639
2025
Q1 		$666K Sell
6,369
-1,368
-18% -$165K 0.01% 557
2024
Q4 		$996K Buy
7,737
+345
+5% +$53.6K 0.02% 486
2024
Q3 		$1.2M Sell
7,392
-1
-0% -$153 0.02% 440
2024
Q2 		$1.14M Sell
7,393
-81
-1% -$12.1K 0.02% 397
2024
Q1 		$1.1M Sell
7,474
-19
-0.3% -$2.67K 0.02% 411
2023
Q4 		$958K Buy
7,493
+1,000
+15% +$125K 0.02% 405
2023
Q3 		$710K Sell
6,493
-626
-9% -$72K 0.02% 411
2023
Q2 		$795K Buy
7,119
+3,862
+119% +$382K 0.03% 385
2023
Q1 		$302K Buy
3,257
+25
+0.8% +$2.37K 0.01% 500
2022
Q4 		$338K Buy
+3,232
New +$336K 0.01% 426
2022
Q3 		– Sell
-4,280
Closed -$387K – 524
2022
Q2 		$387K Buy
+4,280
New +$365K 0.02% 428

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 $3.37T AUM 44.26% 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

NewEdge Wealth's BAH Position: Q3 2025 in Review

NewEdge Wealth sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 5,703 shares — an estimated $632K sold.

NewEdge Wealth first reported a position in BAH in Q2 2022 and held it in 12 quarters. The position peaked at $1.2M in Q3 2024. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • NewEdge Wealth reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 5,703 Booz Allen Hamilton shares in Q3 2025, an estimated $632K.
  • NewEdge Wealth first reported a position in Booz Allen Hamilton in Q2 2022 and held it in 12 quarters.
  • NewEdge Wealth's Booz Allen Hamilton position peaked at $1.2M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.