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Wealthspire Advisors (New York)’s Booz Allen Hamilton BAH Stock Holding History

Wealthspire Advisors (New York)’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
-197
Closed -$19.7K – 1199
2025
Q3 		$19.7K Buy
+197
New +$21.1K ﹤0.01% 1692

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 $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $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

Wealthspire Advisors (New York)'s BAH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Booz Allen Hamilton (BAH) in Q4 2025, closing a stake of 197 shares — an estimated $19.7K sold.

Wealthspire Advisors (New York) first reported a position in BAH in Q3 2025 and held it in 1 quarter. The position peaked at $19.7K in Q3 2025. 628 funds tracked by Wall St. Rank hold BAH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Booz Allen Hamilton position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 197 Booz Allen Hamilton shares in Q4 2025, an estimated $19.7K.
  • Wealthspire Advisors (New York) first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Booz Allen Hamilton position peaked at $19.7K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.