Roxbury Financial’s Booz Allen Hamilton BAH Stock Holding History

Roxbury Financial’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	-274	Closed	-$40.6K	–	358
2024 Q4	$40.6K	Buy	+274	New	+$42.6K	0.04%	182

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roxbury Financial's BAH Position: Q1 2025 in Review

Roxbury Financial sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 274 shares — an estimated $40.6K sold.

Roxbury Financial first reported a position in BAH in Q4 2024 and held it in 1 quarter. The position peaked at $40.6K in Q4 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Roxbury Financial reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
Roxbury Financial sold 274 Booz Allen Hamilton shares in Q1 2025, an estimated $40.6K.
Roxbury Financial first reported a position in Booz Allen Hamilton in Q4 2024 and held it in 1 quarter.
Roxbury Financial's Booz Allen Hamilton position peaked at $40.6K in Q4 2024.
727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.