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B. Riley Wealth Advisors’s CACI CACI Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-990
Closed -$363K – 1087
2025
Q1 		$363K Buy
990
+492
+99% +$188K 0.01% 885
2024
Q4 		$201K Sell
498
-6
-1% -$2.92K 0.01% 1042
2024
Q3 		$256K Hold
504
– – 0.01% 1030
2024
Q2 		$217K Buy
+504
New +$206K 0.01% 1192
2023
Q3 		– Sell
-636
Closed -$217K – 1508
2023
Q2 		$217K Buy
+636
New +$198K ﹤0.01% 1307

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

B. Riley Wealth Advisors's CACI Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of CACI (CACI) in Q2 2025, closing a stake of 990 shares — an estimated $363K sold.

B. Riley Wealth Advisors first reported a position in CACI in Q2 2023 and held it in 5 quarters. The position peaked at $363K in Q1 2025. 606 funds tracked by Wall St. Rank hold CACI as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining CACI position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 990 CACI shares in Q2 2025, an estimated $363K.
  • B. Riley Wealth Advisors first reported a position in CACI in Q2 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's CACI position peaked at $363K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held CACI as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.