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Congress Wealth Management’s CACI CACI Stock Holding History

Congress Wealth 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
2025
Q2 		$16.4M Buy
34,387
+8,094
+31% +$3.59M 0.16% 160
2025
Q1 		$9.65M Sell
26,293
-534
-2% -$204K 0.12% 206
2024
Q4 		$10.6M Buy
26,827
+500
+2% +$244K 0.15% 189
2024
Q3 		$13.3M Buy
+26,327
New +$12.2M 0.18% 169

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

Congress Wealth Management's CACI Position: Q2 2025 in Review

Congress Wealth Management increased its CACI (CACI) stake by 31% in Q2 2025, buying an estimated $3.59M and bringing the position to 34,387 shares worth $16.4M. The position accounts for 0.16% of the portfolio, ranked #160.

Congress Wealth Management first reported a position in CACI in Q3 2024 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold CACI as of Q2 2025.

  • Congress Wealth Management held 34,387 shares of CACI worth $16.4M as of Q2 2025.
  • Congress Wealth Management bought 8,094 CACI shares in Q2 2025, an estimated $3.59M.
  • CACI made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #160 holding.
  • Congress Wealth Management first reported a position in CACI in Q3 2024 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held CACI as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.