Plante Moran Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

Plante Moran Financial 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
2025 Q4	–	Sell	-8	Closed	-$800	–	822
2025 Q3	$800	Buy	+8	New	+$855	﹤0.01%	711
2022 Q4	–	Sell	-68	Closed	-$6K	–	867
2022 Q3	$6K	Sell	68 -20	-23%	-$1.9K	﹤0.01%	654
2022 Q2	$8K	Buy	88 +20	+29%	+$1.71K	﹤0.01%	639
2022 Q1	$6K	Hold	68	–	–	﹤0.01%	646
2021 Q4	$6K	Sell	68 -46	-40%	-$3.88K	﹤0.01%	773
2021 Q3	$9K	Hold	114	–	–	﹤0.01%	699
2021 Q2	$10K	Hold	114	–	–	﹤0.01%	674
2021 Q1	$9K	Hold	114	–	–	﹤0.01%	663
2020 Q4	$10K	Buy	114 +68	+148%	+$5.78K	﹤0.01%	622
2020 Q3	$4K	Hold	46	–	–	﹤0.01%	705
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	611
2020 Q1	$3K	Hold	46	–	–	﹤0.01%	613
2019 Q4	$3K	Hold	46	–	–	﹤0.01%	651
2019 Q3	$3K	Buy	+46	New	+$3.26K	﹤0.01%	726
2018 Q4	–	Sell	-140	Closed	-$7K	–	887
2018 Q3	$7K	Buy	+140	New	+$6.83K	﹤0.01%	544

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Plante Moran Financial Advisors's BAH Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 8 shares — an estimated $800 sold.

Plante Moran Financial Advisors first reported a position in BAH in Q3 2018 and held it in 15 quarters. The position peaked at $10K in Q2 2021. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

Plante Moran Financial Advisors reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 8 Booz Allen Hamilton shares in Q4 2025, an estimated $800.
Plante Moran Financial Advisors first reported a position in Booz Allen Hamilton in Q3 2018 and held it in 15 quarters.
Plante Moran Financial Advisors's Booz Allen Hamilton position peaked at $10K in Q2 2021.
629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.