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Accredited Wealth Management’s CACI CACI Stock Holding History

Accredited Wealth Management’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17.5K Buy
353
+318
+909% +$154K 0.01% 209
2025
Q2 		$16.7K Hold
35
– – 0.01% 209
2025
Q1 		$12.8K Hold
35
– – 0.01% 220
2024
Q4 		$14.1K Buy
+35
New +$17.1K 0.01% 218

Other funds holding CACI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's CACI Position: Q3 2025 in Review

Accredited Wealth Management increased its CACI (CACI) stake by 909% in Q3 2025, buying an estimated $154K and bringing the position to 353 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #209.

Accredited Wealth Management first reported a position in CACI in Q4 2024 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold CACI as of Q3 2025.

  • Accredited Wealth Management held 353 shares of CACI worth $17.5K as of Q3 2025.
  • Accredited Wealth Management bought 318 CACI shares in Q3 2025, an estimated $154K.
  • CACI made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #209 holding.
  • Accredited Wealth Management first reported a position in CACI in Q4 2024 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held CACI as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.