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Orion Portfolio Solutions’s Booz Allen Hamilton BAH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.2M Sell
21,052
-1,600
-7% -$193K 0.02% 659
2024
Q4 		$2.92M Sell
22,652
-3,877
-15% -$602K 0.03% 523
2024
Q3 		$4.32M Buy
26,529
+3,442
+15% +$527K 0.04% 380
2024
Q2 		$3.55M Sell
23,087
-1,648
-7% -$247K 0.04% 412
2024
Q1 		$3.67M Sell
24,735
-7,621
-24% -$1.07M 0.04% 415
2023
Q4 		$4.11M Sell
32,356
-5,809
-15% -$724K 0.05% 349
2023
Q3 		$4.17M Sell
38,165
-2,293
-6% -$264K 0.05% 343
2023
Q2 		$4.52M Sell
40,458
-1,545
-4% -$153K 0.05% 354
2023
Q1 		$3.89M Buy
42,003
+40,072
+2,075% +$3.8M 0.05% 333
2022
Q4 		$202K Buy
+1,931
New +$201K 0.01% 773
2020
Q3 		– Sell
-104
Closed -$8K – 568
2020
Q2 		$8K Buy
104
+87
+512% +$6.58K ﹤0.01% 1273
2020
Q1 		$1K Sell
17
-4
-19% -$295 ﹤0.01% 1678
2019
Q4 		$1K Buy
+21
New +$1.5K ﹤0.01% 1608

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's BAH Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Booz Allen Hamilton (BAH) stake by 7.1% in Q1 2025, selling an estimated $193K and leaving 21,052 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #659.

Orion Portfolio Solutions first reported a position in BAH in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.52M in Q2 2023. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Orion Portfolio Solutions held 21,052 shares of Booz Allen Hamilton worth $2.2M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,600 Booz Allen Hamilton shares in Q1 2025, an estimated $193K.
  • Booz Allen Hamilton made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #659 holding.
  • Orion Portfolio Solutions first reported a position in Booz Allen Hamilton in Q4 2019 and has held it in 13 quarters since.
  • Orion Portfolio Solutions's Booz Allen Hamilton position peaked at $4.52M in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.