Cerity Partners
CACI icon

Cerity Partners’s CACI CACI Stock Holding History

Cerity 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
Q1 		$4.93M Buy
9,056
+1,116
+14% +$672K 0.01% 1020
2025
Q4 		$4.23M Buy
7,940
+1,187
+18% +$671K 0.01% 994
2025
Q3 		$3.37M Buy
6,753
+4,140
+158% +$2M 0.01% 1048
2025
Q2 		$1.25M Buy
2,613
+325
+14% +$144K ﹤0.01% 1425
2025
Q1 		$839K Sell
2,288
-505
-18% -$193K ﹤0.01% 1504
2024
Q4 		$1.25M Buy
2,793
+219
+9% +$107K ﹤0.01% 1319
2024
Q3 		$1.3M Buy
2,574
+843
+49% +$390K ﹤0.01% 1287
2024
Q2 		$745K Buy
1,731
+153
+10% +$62.5K ﹤0.01% 1362
2024
Q1 		$598K Buy
1,578
+159
+11% +$56.5K ﹤0.01% 1518
2023
Q4 		$460K Buy
1,419
+11
+0.8% +$3.57K ﹤0.01% 1305
2023
Q3 		$442K Buy
1,408
+135
+11% +$45.1K ﹤0.01% 1023
2023
Q2 		$434K Buy
1,273
+13
+1% +$4.04K ﹤0.01% 1244
2023
Q1 		$378K Buy
1,260
+28
+2% +$8.25K ﹤0.01% 1424
2022
Q4 		$370K Sell
1,232
-132
-10% -$38.5K ﹤0.01% 1069
2022
Q3 		$356K Sell
1,364
-477
-26% -$134K ﹤0.01% 833
2022
Q2 		$518K Buy
+1,841
New +$512K 0.01% 730

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VCM
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VPM
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Fidelity Investments
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State Street
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Wellington Management Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return