SFA
BAH icon

Sequoia Financial Advisors’s Booz Allen Hamilton BAH Stock Holding History

Sequoia Financial Advisors’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 		$243K Buy
4,003
+295
+8% +$22.5K ﹤0.01% 1836
2026
Q1 		$289K Sell
3,708
-5,498
-60% -$464K ﹤0.01% 1592
2025
Q4 		$777K Buy
9,206
+2,536
+38% +$227K ﹤0.01% 1021
2025
Q3 		$667K Buy
6,670
+187
+3% +$20K ﹤0.01% 985
2025
Q2 		$675K Buy
6,483
+121
+2% +$13.6K ﹤0.01% 869
2025
Q1 		$665K Buy
6,362
+4,234
+199% +$510K 0.01% 754
2024
Q4 		$274K Sell
2,128
-601
-22% -$93.3K ﹤0.01% 1061
2024
Q3 		$444K Buy
2,729
+879
+48% +$135K ﹤0.01% 800
2024
Q2 		$285K Buy
1,850
+166
+10% +$24.9K ﹤0.01% 914
2024
Q1 		$250K Buy
+1,684
New +$237K ﹤0.01% 941

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

Sequoia Financial Advisors's BAH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Booz Allen Hamilton (BAH) stake by 8% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,003 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Sequoia Financial Advisors first reported a position in BAH in Q1 2024 and has held it in 10 quarters since. The position peaked at $777K in Q4 2025. 557 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Sequoia Financial Advisors held 4,003 shares of Booz Allen Hamilton worth $243K as of Q2 2026.
  • Sequoia Financial Advisors bought 295 Booz Allen Hamilton shares in Q2 2026, an estimated $22.5K.
  • Booz Allen Hamilton made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1836 holding.
  • Sequoia Financial Advisors first reported a position in Booz Allen Hamilton in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Booz Allen Hamilton position peaked at $777K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.