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Strategic Wealth Partners’s Booz Allen Hamilton BAH Stock Holding History

Strategic Wealth 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
Q1 		$2.26K Hold
29
– – ﹤0.01% 1155
2025
Q4 		$2.45K Hold
29
– – ﹤0.01% 1175
2025
Q3 		$2.9K Hold
29
– – ﹤0.01% 1128
2025
Q2 		$3.02K Buy
+29
New +$3.25K ﹤0.01% 970
2022
Q1 		– Sell
-3,989
Closed -$338K – 256
2021
Q4 		$338K Sell
3,989
-206
-5% -$17.4K 0.06% 222
2021
Q3 		$333K Buy
+4,195
New +$351K 0.1% 198

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Partners's BAH Position: Q1 2026 in Review

Strategic Wealth Partners held its Booz Allen Hamilton (BAH) position steady in Q1 2026 at 29 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Strategic Wealth Partners first reported a position in BAH in Q3 2021 and has held it in 6 quarters since. The position peaked at $338K in Q4 2021. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Strategic Wealth Partners held 29 shares of Booz Allen Hamilton worth $2.26K as of Q1 2026.
  • Strategic Wealth Partners left its Booz Allen Hamilton share count unchanged in Q1 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1155 holding.
  • Strategic Wealth Partners first reported a position in Booz Allen Hamilton in Q3 2021 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Booz Allen Hamilton position peaked at $338K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.