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Tortoise Investment Management’s Booz Allen Hamilton BAH Stock Holding History

Tortoise Investment Management’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
-16
Closed -$1.67K – 1559
2025
Q2 		$1.67K Buy
16
+4
+33% +$448 ﹤0.01% 849
2025
Q1 		$1.25K Hold
12
– – ﹤0.01% 739
2024
Q4 		$1.54K Hold
12
– – ﹤0.01% 779
2024
Q3 		$1.95K Sell
12
-6
-33% -$919 ﹤0.01% 766
2024
Q2 		$2.77K Hold
18
– – ﹤0.01% 739
2024
Q1 		$2.67K Buy
+18
New +$2.53K ﹤0.01% 740
2015
Q1 		– Sell
-25
Closed -$1K – 424
2014
Q4 		$1K Buy
+25
New +$649 ﹤0.01% 443

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

Tortoise Investment Management's BAH Position: Q3 2025 in Review

Tortoise Investment Management sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 16 shares — an estimated $1.67K sold.

Tortoise Investment Management first reported a position in BAH in Q4 2014 and held it in 7 quarters. The position peaked at $2.77K in Q2 2024. 713 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Tortoise Investment Management reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16 Booz Allen Hamilton shares in Q3 2025, an estimated $1.67K.
  • Tortoise Investment Management first reported a position in Booz Allen Hamilton in Q4 2014 and held it in 7 quarters.
  • Tortoise Investment Management's Booz Allen Hamilton position peaked at $2.77K in Q2 2024.
  • 713 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.