OF
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Optimize Financial’s Booz Allen Hamilton BAH Stock Holding History

Optimize Financial’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 		– Sell
-13,707
Closed -$1.16M – 312
2025
Q4 		$1.16M Buy
13,707
+196
+1% +$17.5K 0.58% 41
2025
Q3 		$1.35M Sell
13,511
-3,231
-19% -$345K 0.7% 43
2025
Q2 		$1.74M Sell
16,742
-120
-0.7% -$13.4K 1.07% 34
2025
Q1 		$1.76M Buy
+16,862
New +$2.03M 0.66% 20

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimize Financial's BAH Position: Q1 2026 in Review

Optimize Financial sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 13,707 shares — an estimated $1.16M sold.

Optimize Financial first reported a position in BAH in Q1 2025 and held it in 4 quarters. The position peaked at $1.76M in Q1 2025. 556 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Optimize Financial reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 13,707 Booz Allen Hamilton shares in Q1 2026, an estimated $1.16M.
  • Optimize Financial first reported a position in Booz Allen Hamilton in Q1 2025 and held it in 4 quarters.
  • Optimize Financial's Booz Allen Hamilton position peaked at $1.76M in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.