Personal CFO Solutions’s Booz Allen Hamilton BAH Stock Holding History

Personal CFO 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 Q2	–	Sell	-2,739	Closed	-$286K	–	485
2025 Q1	$286K	Buy	2,739 +92	+3%	+$11.1K	0.06%	328
2024 Q4	$341K	Sell	2,647 -715	-21%	-$111K	0.07%	282
2024 Q3	$547K	Sell	3,362 -54	-2%	-$8.27K	0.08%	244
2024 Q2	$526K	Sell	3,416 -91	-3%	-$13.6K	0.08%	240
2024 Q1	$521K	Buy	3,507 +1,357	+63%	+$191K	0.08%	239
2023 Q4	$275K	Buy	2,150 +221	+11%	+$27.6K	0.05%	394
2023 Q3	$211K	Buy	1,929 +3	+0.2%	+$345	0.04%	427
2023 Q2	$215K	Buy	+1,926	New	+$190K	0.04%	427
2021 Q1	–	Sell	-3,364	Closed	-$293K	–	410
2020 Q4	$293K	Buy	3,364 +59	+2%	+$5.02K	0.07%	249
2020 Q3	$0	Sell	3,305 -73	-2%	-$5.98K	﹤0.01%	154
2020 Q2	$263K	Buy	+3,378	New	+$255K	0.08%	230

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Personal CFO Solutions's BAH Position: Q2 2025 in Review

Personal CFO Solutions sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 2,739 shares — an estimated $286K sold.

Personal CFO Solutions first reported a position in BAH in Q2 2020 and held it in 11 quarters. The position peaked at $547K in Q3 2024. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

Personal CFO Solutions reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
Personal CFO Solutions sold 2,739 Booz Allen Hamilton shares in Q2 2025, an estimated $286K.
Personal CFO Solutions first reported a position in Booz Allen Hamilton in Q2 2020 and held it in 11 quarters.
Personal CFO Solutions's Booz Allen Hamilton position peaked at $547K in Q3 2024.
700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.