Caldwell Investment Management’s CACI CACI Stock Holding History

Caldwell Investment 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	–	Sell	-1,400	Closed	-$783K	–	37
2026 Q1	$783K	Buy	+1,400	New	+$843K	0.31%	49

Other funds holding CACI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Caldwell Investment Management's CACI Position: Q2 2026 in Review

Caldwell Investment Management sold out of CACI (CACI) in Q2 2026, closing a stake of 1,400 shares — an estimated $783K sold.

Caldwell Investment Management first reported a position in CACI in Q1 2026 and held it in 1 quarter. The position peaked at $783K in Q1 2026. 615 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

Caldwell Investment Management reported no remaining CACI position as of Q2 2026 after selling out during the quarter.
Caldwell Investment Management sold 1,400 CACI shares in Q2 2026, an estimated $783K.
Caldwell Investment Management first reported a position in CACI in Q1 2026 and held it in 1 quarter.
Caldwell Investment Management's CACI position peaked at $783K in Q1 2026.
615 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.