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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
Q2 		– Sell
-227
Closed -$17.7K – 674
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's BAH Position: Q2 2026 in Review

Root Financial Partners sold out of Booz Allen Hamilton (BAH) in Q2 2026, closing a stake of 227 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in BAH in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 558 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Root Financial Partners reported no remaining Booz Allen Hamilton position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 227 Booz Allen Hamilton shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Booz Allen Hamilton position peaked at $17.7K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.