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Valley Wealth Managers’s Booz Allen Hamilton BAH Stock Holding History

Valley Wealth Managers’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
-4,816
Closed -$501K – 312
2025
Q2 		$501K Sell
4,816
-88
-2% -$9.86K 0.04% 161
2025
Q1 		$513K Buy
4,904
+1,114
+29% +$134K 0.04% 158
2024
Q4 		$488K Buy
3,790
+373
+11% +$57.9K 0.04% 161
2024
Q3 		$556K Buy
3,417
+341
+11% +$52.2K 0.04% 152
2024
Q2 		$473K Buy
3,076
+8
+0.3% +$1.2K 0.04% 155
2024
Q1 		$455K Buy
3,068
+351
+13% +$49.4K 0.03% 151
2023
Q4 		$348K Sell
2,717
-38
-1% -$4.74K 0.03% 155
2023
Q3 		$301K Buy
2,755
+106
+4% +$12.2K 0.03% 159
2023
Q2 		$296K Sell
2,649
-24
-0.9% -$2.37K 0.03% 134
2023
Q1 		$248K Sell
2,673
-99
-4% -$9.39K 0.02% 145
2022
Q4 		$290K Sell
2,772
-58
-2% -$6.03K 0.03% 136
2022
Q3 		$261K Sell
2,830
-20
-0.7% -$1.9K 0.03% 150
2022
Q2 		$258K Sell
2,850
-1,077
-27% -$91.9K 0.02% 162
2022
Q1 		$345K Buy
+3,927
New +$323K 0.03% 149

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley Wealth Managers's BAH Position: Q3 2025 in Review

Valley Wealth Managers sold out of Booz Allen Hamilton (BAH) in Q3 2025, closing a stake of 4,816 shares — an estimated $501K sold.

Valley Wealth Managers first reported a position in BAH in Q1 2022 and held it in 14 quarters. The position peaked at $556K in Q3 2024. 715 funds tracked by Wall St. Rank hold BAH as of Q3 2025.

  • Valley Wealth Managers reported no remaining Booz Allen Hamilton position as of Q3 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 4,816 Booz Allen Hamilton shares in Q3 2025, an estimated $501K.
  • Valley Wealth Managers first reported a position in Booz Allen Hamilton in Q1 2022 and held it in 14 quarters.
  • Valley Wealth Managers's Booz Allen Hamilton position peaked at $556K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.