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SVB Wealth’s Booz Allen Hamilton BAH Stock Holding History

SVB 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
Q2 		– Sell
-505
Closed -$52.8K – 603
2025
Q1 		$52.8K Buy
+505
New +$60.9K ﹤0.01% 532
2023
Q3 		– Sell
-2,096
Closed -$234K – 875
2023
Q2 		$234K Sell
2,096
-231
-10% -$22.8K ﹤0.01% 764
2023
Q1 		$216K Sell
2,327
-672
-22% -$63.7K ﹤0.01% 854
2022
Q4 		$313K Buy
2,999
+611
+26% +$63.5K ﹤0.01% 732
2022
Q3 		$220K Buy
+2,388
New +$226K ﹤0.01% 818
2022
Q1 		– Sell
-3,598
Closed -$306K – 800
2021
Q4 		$306K Sell
3,598
-922
-20% -$77.8K 0.01% 572
2021
Q3 		$359K Sell
4,520
-715
-14% -$59.8K ﹤0.01% 706
2021
Q2 		$446K Buy
5,235
+1,438
+38% +$122K 0.01% 620
2021
Q1 		$306K Sell
3,797
-82
-2% -$6.88K ﹤0.01% 679
2020
Q4 		$338K Sell
3,879
-1,390
-26% -$118K 0.01% 584
2020
Q3 		$438K Sell
5,269
-188
-3% -$15.4K 0.01% 444
2020
Q2 		$425K Sell
5,457
-4,092
-43% -$309K 0.01% 392
2020
Q1 		$655K Sell
9,549
-6,563
-41% -$484K 0.02% 280
2019
Q4 		$1.15M Sell
16,112
-1,465
-8% -$104K 0.02% 284
2019
Q3 		$1.25M Sell
17,577
-1,310
-7% -$92.8K 0.02% 249
2019
Q2 		$1.25M Sell
18,887
-11,979
-39% -$736K 0.04% 255
2019
Q1 		$1.79M Sell
30,866
-1,555
-5% -$80.8K 0.07% 173
2018
Q4 		$1.46M Sell
32,421
-2,880
-8% -$141K 0.06% 181
2018
Q3 		$1.75M Sell
35,301
-834
-2% -$40.7K 0.06% 190
2018
Q2 		$1.58M Sell
36,135
-1,008
-3% -$42.3K 0.06% 195
2018
Q1 		$1.44M Buy
37,143
+3,973
+12% +$154K 0.06% 210
2017
Q4 		$1.26M Buy
33,170
+1,108
+3% +$41.9K 0.05% 228
2017
Q3 		$1.2M Buy
32,062
+1,288
+4% +$44.3K 0.05% 235
2017
Q2 		$1M Buy
30,774
+3,281
+12% +$118K 0.04% 260
2017
Q1 		$973K Buy
27,493
+1,789
+7% +$63.9K 0.04% 248
2016
Q4 		$927K Buy
+25,704
New +$872K 0.04% 254

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SVB Wealth's BAH Position: Q2 2025 in Review

SVB Wealth sold out of Booz Allen Hamilton (BAH) in Q2 2025, closing a stake of 505 shares — an estimated $52.8K sold.

SVB Wealth first reported a position in BAH in Q4 2016 and held it in 26 quarters. The position peaked at $1.79M in Q1 2019. 700 funds tracked by Wall St. Rank hold BAH as of Q2 2025.

  • SVB Wealth reported no remaining Booz Allen Hamilton position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 505 Booz Allen Hamilton shares in Q2 2025, an estimated $52.8K.
  • SVB Wealth first reported a position in Booz Allen Hamilton in Q4 2016 and held it in 26 quarters.
  • SVB Wealth's Booz Allen Hamilton position peaked at $1.79M in Q1 2019.
  • 700 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.