Polen Capital Management
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Polen Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Polen Capital Management’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 		– Sell
-8,900
Closed -$1.15M – 120
2024
Q4 		$1.15M Buy
8,900
+4,178
+88% +$649K ﹤0.01% 100
2024
Q3 		$769K Buy
+4,722
New +$723K ﹤0.01% 110

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

Polen Capital Management's BAH Position: Q1 2025 in Review

Polen Capital Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 8,900 shares — an estimated $1.15M sold.

Polen Capital Management first reported a position in BAH in Q3 2024 and held it in 2 quarters. The position peaked at $1.15M in Q4 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Polen Capital Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Polen Capital Management sold 8,900 Booz Allen Hamilton shares in Q1 2025, an estimated $1.15M.
  • Polen Capital Management first reported a position in Booz Allen Hamilton in Q3 2024 and held it in 2 quarters.
  • Polen Capital Management's Booz Allen Hamilton position peaked at $1.15M in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Polen Capital Management's 13F filing for Q1 2025, filed 12 May 2025.