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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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