Covestor’s CACI CACI Stock Holding History

Covestor’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	$62K	Sell	114 -82	-42%	-$49.4K	0.04%	567
2025 Q4	$105K	Sell	196 -3	-2%	-$1.7K	0.06%	551
2025 Q3	$100K	Sell	199 -37	-16%	-$17.9K	0.06%	573
2025 Q2	$113K	Sell	236 -71	-23%	-$31.5K	0.07%	475
2025 Q1	$113K	Buy	307 +65	+27%	+$24.9K	0.08%	403
2024 Q4	$98K	Sell	242 -99	-29%	-$48.3K	0.06%	540
2024 Q3	$172K	Sell	341 -220	-39%	-$102K	0.11%	241
2024 Q2	$242K	Sell	561 -63	-10%	-$25.7K	0.16%	109
2024 Q1	$237K	Buy	624 +51	+9%	+$18.1K	0.15%	110
2023 Q4	$185K	Buy	573 +33	+6%	+$10.7K	0.13%	177
2023 Q3	$170K	Buy	540 +45	+9%	+$15K	0.13%	163
2023 Q2	$169K	Buy	495 +277	+127%	+$86K	0.13%	179
2023 Q1	$65K	Hold	218	–	–	0.06%	604
2022 Q4	$66K	Sell	218 -20	-8%	-$5.83K	0.05%	606
2022 Q3	$62K	Buy	238 +20	+9%	+$5.63K	0.05%	606
2022 Q2	$62K	Sell	218 -211	-49%	-$58.7K	0.05%	664
2022 Q1	$129K	Buy	429 +93	+28%	+$25.7K	0.09%	350
2021 Q4	$91K	Buy	+336	New	+$92K	0.13%	207

Other funds holding CACI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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