OLIO Financial Planning
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OLIO Financial Planning’s Booz Allen Hamilton BAH Stock Holding History

OLIO Financial Planning’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
Q3 		$615K Buy
8,860
+700
+9% +$50.4K 0.15% 34
2026
Q2 		$495K Hold
8,160
– – 0.12% 38
2026
Q1 		$637K Buy
8,160
+1,419
+21% +$120K 0.18% 30
2025
Q4 		$569K Sell
6,741
-312
-4% -$27.9K 0.16% 36
2025
Q3 		$705K Hold
7,053
– – 0.21% 29
2025
Q2 		$734K Sell
7,053
-4,281
-38% -$479K 0.23% 28
2025
Q1 		$1.19M Hold
11,334
– – 0.41% 21
2024
Q4 		$1.46M Sell
11,334
-2,642
-19% -$410K 0.51% 22
2024
Q3 		$1.78M Hold
13,976
– – 0.75% 20
2024
Q2 		$1.78M Hold
13,976
– – 0.75% 20
2024
Q1 		$1.78M Hold
13,976
– – 0.75% 20
2023
Q4 		$1.78M Sell
13,976
-41
-0.3% -$5.11K 0.74% 20
2023
Q3 		$1.53M Buy
14,017
+100
+0.7% +$11.5K 0.72% 22
2023
Q2 		$1.55M Sell
13,917
-2,739
-16% -$271K 0.74% 20
2023
Q1 		$1.54M Sell
16,656
-1,746
-9% -$166K 0.8% 19
2022
Q4 		$1.92M Buy
18,402
+5,370
+41% +$558K 1.05% 17
2022
Q3 		$1.2M Sell
13,032
-3,079
-19% -$292K 0.71% 21
2022
Q2 		$1.46M Sell
16,111
-2,763
-15% -$236K 0.82% 21
2022
Q1 		$1.66M Buy
18,874
+2,031
+12% +$167K 0.95% 17
2021
Q4 		$1.43M Buy
+16,843
New +$1.42M 0.85% 15

Other funds holding BAH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

OLIO Financial Planning's BAH Position: Q3 2026 in Review

OLIO Financial Planning increased its Booz Allen Hamilton (BAH) stake by 8.6% in Q3 2026, buying an estimated $50.4K and bringing the position to 8,860 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #34.

OLIO Financial Planning first reported a position in BAH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2022. 185 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • OLIO Financial Planning held 8,860 shares of Booz Allen Hamilton worth $615K as of Q3 2026.
  • OLIO Financial Planning bought 700 Booz Allen Hamilton shares in Q3 2026, an estimated $50.4K.
  • Booz Allen Hamilton made up 0.15% of OLIO Financial Planning's portfolio in Q3 2026, its #34 holding.
  • OLIO Financial Planning first reported a position in Booz Allen Hamilton in Q4 2021 and has held it in 20 quarters since.
  • OLIO Financial Planning's Booz Allen Hamilton position peaked at $1.92M in Q4 2022.
  • 185 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.