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True Wealth Design’s Booz Allen Hamilton BAH Stock Holding History

True Wealth Design’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
Q2 		$35.9K Buy
592
+469
+381% +$35.8K 0.01% 609
2026
Q1 		$9.6K Buy
123
+40
+48% +$3.37K ﹤0.01% 983
2025
Q4 		$7K Sell
83
-574
-87% -$51.4K ﹤0.01% 971
2025
Q3 		$65.7K Buy
657
+526
+402% +$56.2K 0.02% 262
2025
Q2 		$13.6K Buy
131
+115
+719% +$12.9K ﹤0.01% 476
2025
Q1 		$1.67K Sell
16
-274
-94% -$33K ﹤0.01% 1072
2024
Q4 		$37.3K Buy
290
+278
+2,317% +$43.2K 0.01% 219
2024
Q3 		$1.95K Hold
12
– – ﹤0.01% 793
2024
Q2 		$1.85K Buy
12
+3
+33% +$450 ﹤0.01% 374
2024
Q1 		$1.34K Buy
9
+3
+50% +$422 ﹤0.01% 395
2023
Q4 		$768 Hold
6
– – ﹤0.01% 388
2023
Q3 		$656 Hold
6
– – ﹤0.01% 369
2023
Q2 		$670 Hold
6
– – ﹤0.01% 379
2023
Q1 		$557 Hold
6
– – ﹤0.01% 500
2022
Q4 		$627 Buy
+6
New +$624 ﹤0.01% 409

Other funds holding BAH

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

True Wealth Design's BAH Position: Q2 2026 in Review

True Wealth Design increased its Booz Allen Hamilton (BAH) stake by 381% in Q2 2026, buying an estimated $35.8K and bringing the position to 592 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #609.

True Wealth Design first reported a position in BAH in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.7K in Q3 2025. 60 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • True Wealth Design held 592 shares of Booz Allen Hamilton worth $35.9K as of Q2 2026.
  • True Wealth Design bought 469 Booz Allen Hamilton shares in Q2 2026, an estimated $35.8K.
  • Booz Allen Hamilton made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #609 holding.
  • True Wealth Design first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Booz Allen Hamilton position peaked at $65.7K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.