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Venturi Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-175
Closed -$22.5K – 683
2024
Q4 		$22.5K Buy
175
+7
+4% +$1.09K ﹤0.01% 1230
2024
Q3 		$27.3K Sell
168
-79
-32% -$12.1K ﹤0.01% 940
2024
Q2 		$38K Buy
+247
New +$37K ﹤0.01% 751

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Venturi Wealth Management's BAH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 175 shares — an estimated $22.5K sold.

Venturi Wealth Management first reported a position in BAH in Q2 2024 and held it in 3 quarters. The position peaked at $38K in Q2 2024. 727 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 175 Booz Allen Hamilton shares in Q1 2025, an estimated $22.5K.
  • Venturi Wealth Management first reported a position in Booz Allen Hamilton in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Booz Allen Hamilton position peaked at $38K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.