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Root Financial Partners’s Booz Allen Hamilton BAH Stock Holding History

Root Financial Partners’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
Q1 		$17.7K Buy
227
+192
+549% +$16.2K ﹤0.01% 1389
2025
Q4 		$2.95K Sell
35
-82
-70% -$7.34K ﹤0.01% 1907
2025
Q3 		$11.7K Buy
+117
New +$12.5K ﹤0.01% 1390

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's BAH Position: Q1 2026 in Review

Root Financial Partners increased its Booz Allen Hamilton (BAH) stake by 549% in Q1 2026, buying an estimated $16.2K and bringing the position to 227 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Root Financial Partners first reported a position in BAH in Q3 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Root Financial Partners held 227 shares of Booz Allen Hamilton worth $17.7K as of Q1 2026.
  • Root Financial Partners bought 192 Booz Allen Hamilton shares in Q1 2026, an estimated $16.2K.
  • Booz Allen Hamilton made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1389 holding.
  • Root Financial Partners first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.