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Copia Wealth Management’s CACI CACI Stock Holding History

Copia 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
2026
Q2 		$13.9K Hold
30
– – 0.01% 311
2026
Q1 		$16.3K Hold
30
– – 0.01% 279
2025
Q4 		$16K Hold
30
– – 0.01% 282
2025
Q3 		$15K Hold
30
– – 0.01% 284
2025
Q2 		$14.3K Hold
30
– – 0.01% 263
2025
Q1 		$11K Hold
30
– – 0.01% 265
2024
Q4 		$12.1K Buy
+30
New +$14.6K 0.01% 247

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Copia Wealth Management's CACI Position: Q2 2026 in Review

Copia Wealth Management held its CACI (CACI) position steady in Q2 2026 at 30 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #311.

Copia Wealth Management first reported a position in CACI in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3K in Q1 2026. 613 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Copia Wealth Management held 30 shares of CACI worth $13.9K as of Q2 2026.
  • Copia Wealth Management left its CACI share count unchanged in Q2 2026.
  • CACI made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Copia Wealth Management first reported a position in CACI in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's CACI position peaked at $16.3K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.