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SageView Advisory Group’s Booz Allen Hamilton BAH Stock Holding History

SageView Advisory Group’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 		– Sell
-141
Closed -$11.9K – 741
2025
Q4 		$11.9K Buy
+141
New +$12.6K ﹤0.01% 1651

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's BAH Position: Q1 2026 in Review

SageView Advisory Group sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 141 shares — an estimated $11.9K sold.

SageView Advisory Group first reported a position in BAH in Q4 2025 and held it in 1 quarter. The position peaked at $11.9K in Q4 2025. 556 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • SageView Advisory Group reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 141 Booz Allen Hamilton shares in Q1 2026, an estimated $11.9K.
  • SageView Advisory Group first reported a position in Booz Allen Hamilton in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Booz Allen Hamilton position peaked at $11.9K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.