AWM
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Accurate Wealth Management’s CACI CACI Stock Holding History

Accurate 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
Q1 		– Sell
-546
Closed -$235K – 379
2024
Q4 		$235K Buy
546
+111
+26% +$54.1K 0.05% 338
2024
Q3 		$229K Buy
+435
New +$201K 0.05% 339
2023
Q1 		– Sell
-173
Closed -$50.9K – 415
2022
Q4 		$50.9K Buy
+173
New +$50.5K 0.02% 452

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Accurate Wealth Management's CACI Position: Q1 2025 in Review

Accurate Wealth Management sold out of CACI (CACI) in Q1 2025, closing a stake of 546 shares — an estimated $235K sold.

Accurate Wealth Management first reported a position in CACI in Q4 2022 and held it in 3 quarters. The position peaked at $235K in Q4 2024. 571 funds tracked by Wall St. Rank hold CACI as of Q1 2025.

  • Accurate Wealth Management reported no remaining CACI position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 546 CACI shares in Q1 2025, an estimated $235K.
  • Accurate Wealth Management first reported a position in CACI in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's CACI position peaked at $235K in Q4 2024.
  • 571 funds tracked by Wall St. Rank held CACI as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.