Physician Wealth Advisors
BAH icon

Physician Wealth Advisors’s Booz Allen Hamilton BAH Stock Holding History

Physician Wealth Advisors’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 		– Sell
-114
Closed -$6.92K – 2464
2026
Q2 		$6.92K Buy
114
+14
+14% +$1.07K ﹤0.01% 983
2026
Q1 		$7.8K Buy
100
+92
+1,150% +$7.76K ﹤0.01% 871
2025
Q4 		$675 Sell
8
-59
-88% -$5.28K ﹤0.01% 1747
2025
Q3 		$6.7K Sell
67
-92
-58% -$9.8K ﹤0.01% 855
2025
Q2 		$16.6K Sell
159
-407
-72% -$45.6K ﹤0.01% 552
2025
Q1 		$59.2K Buy
566
+139
+33% +$16.8K 0.01% 309
2024
Q4 		$55K Buy
+427
New +$66.3K 0.01% 329

Other funds holding BAH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Physician Wealth Advisors's BAH Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Booz Allen Hamilton (BAH) in Q3 2026, closing a stake of 114 shares — an estimated $6.92K sold.

Physician Wealth Advisors first reported a position in BAH in Q4 2024 and held it in 7 quarters. The position peaked at $59.2K in Q1 2025. 447 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Booz Allen Hamilton position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 114 Booz Allen Hamilton shares in Q3 2026, an estimated $6.92K.
  • Physician Wealth Advisors first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 7 quarters.
  • Physician Wealth Advisors's Booz Allen Hamilton position peaked at $59.2K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.