Retirement Wealth Solutions
BAH icon

Retirement Wealth Solutions’s Booz Allen Hamilton BAH Stock Holding History

Retirement Wealth 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
2026
Q3 		$834 Buy
12
+6
+100% +$432 ﹤0.01% 774
2026
Q2 		$365 Sell
6
-3
-33% -$229 ﹤0.01% 751
2026
Q1 		$703 Sell
9
-1
-10% -$84 ﹤0.01% 683
2025
Q4 		$844 Buy
10
+5
+100% +$447 ﹤0.01% 608
2025
Q3 		$500 Buy
+5
New +$535 ﹤0.01% 698

Other funds holding BAH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Retirement Wealth Solutions's BAH Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Booz Allen Hamilton (BAH) stake by 100% in Q3 2026, buying an estimated $432 and bringing the position to 12 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Retirement Wealth Solutions first reported a position in BAH in Q3 2025 and has held it in 5 quarters since. The position peaked at $844 in Q4 2025. 97 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Retirement Wealth Solutions held 12 shares of Booz Allen Hamilton worth $834 as of Q3 2026.
  • Retirement Wealth Solutions bought 6 Booz Allen Hamilton shares in Q3 2026, an estimated $432.
  • Booz Allen Hamilton made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #774 holding.
  • Retirement Wealth Solutions first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Booz Allen Hamilton position peaked at $844 in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.