AE Wealth Management’s CACI CACI Stock Holding History

AE 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
2026 Q1	$1.25M	Sell	2,301 -1,520	-40%	-$915K	0.01%	785
2025 Q4	$2.04M	Sell	3,821 -848	-18%	-$479K	0.01%	595
2025 Q3	$2.33M	Sell	4,669 -149	-3%	-$72K	0.01%	527
2025 Q2	$2.3M	Sell	4,818 -1,817	-27%	-$805K	0.02%	501
2025 Q1	$2.43M	Buy	6,635 +2,550	+62%	+$976K	0.02%	483
2024 Q4	$1.65M	Buy	+4,085	New	+$1.99M	0.01%	586
2022 Q2	–	Sell	-684	Closed	-$206K	–	1727
2022 Q1	$206K	Buy	+684	New	+$189K	﹤0.01%	1572
2021 Q4	–	Sell	-777	Closed	-$204K	–	1703
2021 Q3	$204K	Buy	+777	New	+$201K	﹤0.01%	1520
2020 Q1	–	Sell	-1,017	Closed	-$254K	–	1128
2019 Q4	$254K	Sell	1,017 -429	-30%	-$99.8K	0.01%	972
2019 Q3	$334K	Sell	1,446 -576	-28%	-$124K	0.01%	742
2019 Q2	$414K	Buy	2,022 +737	+57%	+$146K	0.01%	640
2019 Q1	$234K	Buy	+1,285	New	+$219K	0.02%	553

Other funds holding CACI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AE Wealth Management's CACI Position: Q1 2026 in Review

AE Wealth Management reduced its CACI (CACI) stake by 40% in Q1 2026, selling an estimated $915K and leaving 2,301 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #785.

AE Wealth Management first reported a position in CACI in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.43M in Q1 2025. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

AE Wealth Management held 2,301 shares of CACI worth $1.25M as of Q1 2026.
AE Wealth Management sold 1,520 CACI shares in Q1 2026, an estimated $915K.
CACI made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #785 holding.
AE Wealth Management first reported a position in CACI in Q1 2019 and has held it in 12 quarters since.
AE Wealth Management's CACI position peaked at $2.43M in Q1 2025.
662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.