True Wealth Design
BAH icon

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
Q3 		$44.9K Buy
647
+55
+9% +$3.96K 0.01% 548
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's BAH Position: Q3 2026 in Review

True Wealth Design increased its Booz Allen Hamilton (BAH) stake by 9.3% in Q3 2026, buying an estimated $3.96K and bringing the position to 647 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #548.

True Wealth Design first reported a position in BAH in Q4 2022 and has held it in 16 quarters since. The position peaked at $65.7K in Q3 2025. 63 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • True Wealth Design held 647 shares of Booz Allen Hamilton worth $44.9K as of Q3 2026.
  • True Wealth Design bought 55 Booz Allen Hamilton shares in Q3 2026, an estimated $3.96K.
  • Booz Allen Hamilton made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #548 holding.
  • True Wealth Design first reported a position in Booz Allen Hamilton in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Booz Allen Hamilton position peaked at $65.7K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.