VIA
BAH icon

Virtus Investment Advisers’s Booz Allen Hamilton BAH Stock Holding History

Virtus Investment Advisers’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
-467
Closed -$60.1K – 493
2024
Q4 		$60.1K Hold
467
– – 0.05% 302
2024
Q3 		$76K Hold
467
– – 0.06% 263
2024
Q2 		$71.9K Sell
467
-242
-34% -$36.3K 0.06% 252
2024
Q1 		$105K Sell
709
-75
-10% -$10.6K 0.08% 243
2023
Q4 		$100K Hold
784
– – 0.08% 242
2023
Q3 		$85.7K Sell
784
-91
-10% -$10.5K 0.06% 227
2023
Q2 		$97.7K Hold
875
– – 0.07% 243
2023
Q1 		$81.1K Hold
875
– – 0.06% 255
2022
Q4 		$91.5K Hold
875
– – 0.06% 276
2022
Q3 		$81K Buy
+875
New +$82.9K 0.04% 316

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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