Wealth Enhancement Advisory Services
BAH icon

Wealth Enhancement Advisory Services’s Booz Allen Hamilton BAH Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$10.5M Buy
149,317
+122,072
+448% +$8.78M 0.02% 713
2026
Q2 		$1.71M Buy
27,245
+18,183
+201% +$1.39M ﹤0.01% 1685
2026
Q1 		$753K Sell
9,062
-90,543
-91% -$7.63M ﹤0.01% 2005
2025
Q4 		$8.98M Buy
99,605
+6,786
+7% +$607K 0.01% 739
2025
Q3 		$9.7M Buy
92,819
+31,203
+51% +$3.34M 0.01% 672
2025
Q2 		$6.71M Buy
61,616
+14,687
+31% +$1.64M 0.01% 780
2025
Q1 		$4.91M Buy
46,929
+8,448
+22% +$1.02M 0.01% 840
2024
Q4 		$4.95M Buy
38,481
+17,688
+85% +$2.75M 0.01% 802
2024
Q3 		$3.38M Sell
20,793
-7,502
-27% -$1.15M 0.01% 850
2024
Q2 		$4.35M Sell
28,295
-1,600
-5% -$240K 0.01% 722
2024
Q1 		$4.44M Buy
29,895
+6,065
+25% +$854K 0.01% 699
2023
Q4 		$3.05M Buy
23,830
+6,699
+39% +$835K 0.01% 766
2023
Q3 		$1.87M Buy
17,131
+15,144
+762% +$1.74M 0.01% 885
2023
Q2 		$222K Buy
+1,987
New +$196K ﹤0.01% 482
2023
Q1 		– Sell
-7,174
Closed -$671K – 523
2022
Q4 		$671K Buy
+7,174
New +$746K 0.01% 256
2021
Q3 		– Sell
-15,430
Closed -$1.38M – 290
2021
Q2 		$1.38M Sell
15,430
-72,973
-83% -$6.17M 0.02% 164
2021
Q1 		$7.29M Buy
88,403
+4,314
+5% +$362K 0.13% 77
2020
Q4 		$7.75M Buy
84,089
+64,780
+335% +$5.51M 0.18% 54
2020
Q3 		$1.58M Sell
19,309
-22,620
-54% -$1.85M 0.04% 150
2020
Q2 		$3.15M Buy
+41,929
New +$3.17M 0.09% 86

Other funds holding BAH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
D'Orazio & Associates
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's BAH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Booz Allen Hamilton (BAH) stake by 448% in Q3 2026, buying an estimated $8.78M and bringing the position to 149,317 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #713.

Wealth Enhancement Advisory Services first reported a position in BAH in Q2 2020 and has held it in 20 quarters since. 217 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 149,317 shares of Booz Allen Hamilton worth $10.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 122,072 Booz Allen Hamilton shares in Q3 2026, an estimated $8.78M.
  • Booz Allen Hamilton made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #713 holding.
  • Wealth Enhancement Advisory Services first reported a position in Booz Allen Hamilton in Q2 2020 and has held it in 20 quarters since.
  • 217 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.