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Summit Wealth Group (Colorado)’s Booz Allen Hamilton BAH Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-3,870
Closed -$423K – 303
2025
Q3 		$423K Buy
+3,870
New +$414K 0.04% 290

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BAH Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 3,870 shares — an estimated $423K sold.

Summit Wealth Group (Colorado) first reported a position in BAH in Q3 2025 and held it in 1 quarter. The position peaked at $423K in Q3 2025. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,870 Booz Allen Hamilton shares in Q4 2025, an estimated $423K.
  • Summit Wealth Group (Colorado) first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Booz Allen Hamilton position peaked at $423K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.