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United Financial Planning Group’s Booz Allen Hamilton BAH Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-4
Closed -$337 – 480
2025
Q4 		$337 Buy
+4
New +$358 ﹤0.01% 428

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's BAH Position: Q1 2026 in Review

United Financial Planning Group sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 4 shares — an estimated $337 sold.

United Financial Planning Group first reported a position in BAH in Q4 2025 and held it in 1 quarter. The position peaked at $337 in Q4 2025. 556 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • United Financial Planning Group reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 4 Booz Allen Hamilton shares in Q1 2026, an estimated $337.
  • United Financial Planning Group first reported a position in Booz Allen Hamilton in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Booz Allen Hamilton position peaked at $337 in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.