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Waypoint Wealth Counsel’s Booz Allen Hamilton BAH Stock Holding History

Waypoint Wealth Counsel’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
Q4 		– Sell
-4,126
Closed -$412K – 289
2025
Q3 		$412K Buy
+4,126
New +$441K 0.16% 123

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's BAH Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 4,126 shares — an estimated $412K sold.

Waypoint Wealth Counsel first reported a position in BAH in Q3 2025 and held it in 1 quarter. The position peaked at $412K in Q3 2025. 629 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 4,126 Booz Allen Hamilton shares in Q4 2025, an estimated $412K.
  • Waypoint Wealth Counsel first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Booz Allen Hamilton position peaked at $412K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.