Advisor OS’s CACI CACI Stock Holding History

Advisor OS’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	-689	Closed	-$278K	–	432
2024 Q4	$278K	Sell	689 -6,126	-90%	-$2.99M	0.03%	341
2024 Q3	$3.44M	Sell	6,815 -558	-8%	-$258K	0.34%	49
2024 Q2	$3.17M	Sell	7,373 -1,082	-13%	-$442K	0.35%	51
2024 Q1	$3.2M	Buy	8,455 +967	+13%	+$344K	0.37%	48
2023 Q4	$2.43M	Buy	7,488 +1,906	+34%	+$618K	0.32%	56
2023 Q3	$1.75M	Buy	5,582 +2,052	+58%	+$686K	0.26%	72
2023 Q2	$1.2M	Buy	+3,530	New	+$1.1M	0.2%	101

Other funds holding CACI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advisor OS's CACI Position: Q1 2025 in Review

Advisor OS sold out of CACI (CACI) in Q1 2025, closing a stake of 689 shares — an estimated $278K sold.

Advisor OS first reported a position in CACI in Q2 2023 and held it in 7 quarters. The position peaked at $3.44M in Q3 2024. 571 funds tracked by Wall St. Rank hold CACI as of Q1 2025.

Advisor OS reported no remaining CACI position as of Q1 2025 after selling out during the quarter.
Advisor OS sold 689 CACI shares in Q1 2025, an estimated $278K.
Advisor OS first reported a position in CACI in Q2 2023 and held it in 7 quarters.
Advisor OS's CACI position peaked at $3.44M in Q3 2024.
571 funds tracked by Wall St. Rank held CACI as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.