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Simplicity Wealth’s Booz Allen Hamilton BAH Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-2,117
Closed -$220K – 712
2025
Q2 		$220K Sell
2,117
-212
-9% -$23.7K 0.01% 558
2025
Q1 		$244K Buy
+2,329
New +$281K 0.02% 473
2024
Q3 		– Sell
-1,717
Closed -$264K – 544
2024
Q2 		$264K Sell
1,717
-16
-0.9% -$2.4K 0.01% 998
2024
Q1 		$257K Buy
+1,733
New +$244K 0.01% 974

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's BAH Position: Q3 2025 in Review

Simplicity Wealth sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 2,117 shares — an estimated $220K sold.

Simplicity Wealth first reported a position in BAH in Q1 2024 and held it in 4 quarters. The position peaked at $264K in Q2 2024. 713 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Simplicity Wealth reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 2,117 Booz Allen Hamilton shares in Q3 2025, an estimated $220K.
  • Simplicity Wealth first reported a position in Booz Allen Hamilton in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Booz Allen Hamilton position peaked at $264K in Q2 2024.
  • 713 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.