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Burt Wealth Advisors’s CACI CACI Stock Holding History

Burt 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
Q3 		$40.3M Hold
80,722
– – 9.89% 1
2025
Q2 		$38.5M Hold
80,722
– – 8.8% 1
2025
Q1 		$29.6M Hold
80,722
– – 7.42% 4
2024
Q4 		$32.6M Buy
80,722
+30
+0% +$14.6K 8.28% 2
2024
Q3 		$40.7M Sell
80,692
-500
-0.6% -$232K 10.02% 1
2024
Q2 		$34.9M Sell
81,192
-2,534
-3% -$1.03M 9.2% 1
2024
Q1 		$31.7M Buy
83,726
+44
+0.1% +$15.6K 8.04% 1
2023
Q4 		$27.1M Hold
83,682
– – 7.74% 1
2023
Q3 		$26.3M Sell
83,682
-2,205
-3% -$737K 8.07% 2
2023
Q2 		$29.3M Sell
85,887
-18,377
-18% -$5.71M 8.82% 2
2023
Q1 		$30.9M Sell
104,264
-1,973
-2% -$581K 9.6% 1
2022
Q4 		$31.9M Sell
106,237
-10,410
-9% -$3.04M 10.7% 1
2022
Q3 		$30.5M Hold
116,647
– – 12.22% 1
2022
Q2 		$32.9M Hold
116,647
– – 11.42% 1
2022
Q1 		$35.1M Sell
116,647
-8,676
-7% -$2.39M 10.54% 2
2021
Q4 		$33.7M Buy
125,323
+11,800
+10% +$3.23M 11.02% 2
2021
Q3 		$29.8M Buy
+113,523
New +$29.3M 9.48% 3
2017
Q3 		– Sell
-1
Closed – – 362
2017
Q2 		$0 Buy
+1
New +$121 ﹤0.01% 406
2017
Q1 		– Sell
-1
Closed -$1K – 358
2016
Q4 		$1K Hold
1
– – ﹤0.01% 366
2016
Q3 		$1K Hold
1
– – ﹤0.01% 364
2016
Q2 		$1K Hold
1
– – ﹤0.01% 376
2016
Q1 		$1K Hold
1
– – ﹤0.01% 485
2015
Q4 		$1K Hold
1
– – ﹤0.01% 486
2015
Q3 		$0 Hold
1
– – ﹤0.01% 400
2015
Q2 		$1K Hold
1
– – ﹤0.01% 366
2015
Q1 		$1K Hold
1
– – ﹤0.01% 335
2014
Q4 		$1K Buy
+1
New +$81 ﹤0.01% 328

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's CACI Position: Q3 2025 in Review

Burt Wealth Advisors held its CACI (CACI) position steady in Q3 2025 at 80,722 shares worth $40.3M. The position accounts for 9.89% of the portfolio, ranked #1.

Burt Wealth Advisors first reported a position in CACI in Q4 2014 and has held it in 27 quarters since. The position peaked at $40.7M in Q3 2024. 613 funds tracked by Wall St. Rank hold CACI as of Q3 2025.

  • Burt Wealth Advisors held 80,722 shares of CACI worth $40.3M as of Q3 2025.
  • Burt Wealth Advisors left its CACI share count unchanged in Q3 2025.
  • CACI made up 9.89% of Burt Wealth Advisors's portfolio in Q3 2025, its #1 holding.
  • Burt Wealth Advisors first reported a position in CACI in Q4 2014 and has held it in 27 quarters since.
  • Burt Wealth Advisors's CACI position peaked at $40.7M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held CACI as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.