Avalon Trust’s CACI CACI Stock Holding History

Avalon Trust’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 Q4	–	Sell	-125	Closed	-$62.3K	–	459
2025 Q3	$62.3K	Buy	+125	New	+$60.4K	﹤0.01%	287

Other funds holding CACI

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Avalon Trust's CACI Position: Q4 2025 in Review

Avalon Trust sold out of CACI (CACI) in Q4 2025, closing a stake of 125 shares — an estimated $62.3K sold.

Avalon Trust first reported a position in CACI in Q3 2025 and held it in 1 quarter. The position peaked at $62.3K in Q3 2025. 649 funds tracked by Wall St. Rank hold CACI as of Q4 2025.

Avalon Trust reported no remaining CACI position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 125 CACI shares in Q4 2025, an estimated $62.3K.
Avalon Trust first reported a position in CACI in Q3 2025 and held it in 1 quarter.
Avalon Trust's CACI position peaked at $62.3K in Q3 2025.
649 funds tracked by Wall St. Rank held CACI as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.