Castleview Partners’s CACI CACI Stock Holding History

Castleview Partners’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 Q3	–	Sell	-620	Closed	-$287K	–	218
2026 Q2	$287K	Buy	620 +97	+19%	+$49.5K	0.13%	167
2026 Q1	$284K	Buy	523 +52	+11%	+$31.3K	0.15%	153
2025 Q4	$251K	Buy	471 +6	+1%	+$3.39K	0.12%	163
2025 Q3	$232K	Buy	465 +18	+4%	+$8.7K	0.13%	157
2025 Q2	$213K	Buy	+447	New	+$198K	0.14%	165

Other funds holding CACI

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Castleview Partners's CACI Position: Q3 2026 in Review

Castleview Partners sold out of CACI (CACI) in Q3 2026, closing a stake of 620 shares — an estimated $287K sold.

Castleview Partners first reported a position in CACI in Q2 2025 and held it in 5 quarters. The position peaked at $287K in Q2 2026. 105 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

Castleview Partners reported no remaining CACI position as of Q3 2026 after selling out during the quarter.
Castleview Partners sold 620 CACI shares in Q3 2026, an estimated $287K.
Castleview Partners first reported a position in CACI in Q2 2025 and held it in 5 quarters.
Castleview Partners's CACI position peaked at $287K in Q2 2026.
105 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.