AWM
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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
Q2 		$457K Sell
986
-1,315
-57% -$671K ﹤0.01% 1262
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's CACI Position: Q2 2026 in Review

AE Wealth Management reduced its CACI (CACI) stake by 57% in Q2 2026, selling an estimated $671K and leaving 986 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

AE Wealth Management first reported a position in CACI in Q1 2019 and has held it in 13 quarters since. The position peaked at $2.43M in Q1 2025. 616 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • AE Wealth Management held 986 shares of CACI worth $457K as of Q2 2026.
  • AE Wealth Management sold 1,315 CACI shares in Q2 2026, an estimated $671K.
  • CACI made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • AE Wealth Management first reported a position in CACI in Q1 2019 and has held it in 13 quarters since.
  • AE Wealth Management's CACI position peaked at $2.43M in Q1 2025.
  • 616 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.