Creative Planning’s CACI CACI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.7M | Sell |
85,801
-437
| -0.5% | -$263K | 0.03% | 230 |
|
|
2025
Q4 | $45.9M | Buy |
86,238
+81,317
| +1,652% | +$46M | 0.03% | 214 |
|
|
2025
Q3 | $2.45M | Buy |
4,921
+2,260
| +85% | +$1.09M | ﹤0.01% | 1373 |
|
|
2025
Q2 | $1.27M | Buy |
2,661
+6
| +0.2% | +$2.66K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $974K | Buy |
2,655
+210
| +9% | +$80.4K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $988K | Buy |
2,445
+208
| +9% | +$101K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $1.13M | Buy |
2,237
+69
| +3% | +$31.9K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $933K | Buy |
2,168
+47
| +2% | +$19.2K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $804K | Buy |
2,121
+63
| +3% | +$22.4K | ﹤0.01% | 1502 |
|
|
2023
Q4 | $667K | Buy |
2,058
+246
| +14% | +$79.8K | ﹤0.01% | 1501 |
|
|
2023
Q3 | $569K | Sell |
1,812
-1
| -0.1% | -$334 | ﹤0.01% | 1482 |
|
|
2023
Q2 | $618K | Sell |
1,813
-170
| -9% | -$52.8K | ﹤0.01% | 1422 |
|
|
2023
Q1 | $587K | Buy |
1,983
+139
| +8% | +$41K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $554K | Buy |
1,844
+706
| +62% | +$206K | ﹤0.01% | 1373 |
|
|
2022
Q3 | $297K | Buy |
1,138
+189
| +20% | +$53.2K | ﹤0.01% | 1650 |
|
|
2022
Q2 | $267K | Buy |
949
+30
| +3% | +$8.35K | ﹤0.01% | 1696 |
|
|
2022
Q1 | $277K | Sell |
919
-29
| -3% | -$8.01K | ﹤0.01% | 1682 |
|
|
2021
Q4 | $255K | Buy |
+948
| New | +$260K | ﹤0.01% | 1725 |
|
|
2021
Q2 | – | Sell |
-984
| Closed | -$243K | – | 2148 |
|
|
2021
Q1 | $243K | Buy |
984
+25
| +3% | +$5.98K | ﹤0.01% | 1937 |
|
|
2020
Q4 | $239K | Buy |
959
+7
| +0.7% | +$1.61K | ﹤0.01% | 1765 |
|
|
2020
Q3 | $203K | Hold |
952
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q2 | $206K | Sell |
952
-16
| -2% | -$3.83K | ﹤0.01% | 1512 |
|
|
2020
Q1 | $204K | Sell |
968
-60
| -6% | -$14.9K | ﹤0.01% | 1384 |
|
|
2019
Q4 | $257K | Buy |
1,028
+74
| +8% | +$17.2K | ﹤0.01% | 1492 |
|
|
2019
Q3 | $221K | Sell |
954
-51
| -5% | -$11K | ﹤0.01% | 1547 |
|
|
2019
Q2 | $206K | Buy |
+1,005
| New | +$199K | ﹤0.01% | 1602 |
|
|
2019
Q1 | – | Sell |
-1,565
| Closed | -$225K | – | 1998 |
|
|
2018
Q4 | $225K | Sell |
1,565
-11
| -0.7% | -$1.87K | ﹤0.01% | 1410 |
|
|
2018
Q3 | $290K | Sell |
1,576
-276
| -15% | -$50.9K | ﹤0.01% | 1423 |
|
|
2018
Q2 | $312K | Buy |
+1,852
| New | +$299K | ﹤0.01% | 1353 |
|
|
2017
Q3 | – | Sell |
-1,110
| Closed | -$139K | – | 2143 |
|
|
2017
Q2 | $139K | Sell |
1,110
-70
| -6% | -$8.5K | ﹤0.01% | 1748 |
|
|
2017
Q1 | $138K | Sell |
1,180
-130
| -10% | -$16.2K | ﹤0.01% | 1743 |
|
|
2016
Q4 | $163K | Sell |
1,310
-345
| -21% | -$39.8K | ﹤0.01% | 1526 |
|
|
2016
Q3 | $167K | Sell |
1,655
-8
| -0.5% | -$772 | ﹤0.01% | 1502 |
|
|
2016
Q2 | $150K | Buy |
1,663
+310
| +23% | +$30.8K | ﹤0.01% | 1419 |
|
|
2016
Q1 | $144K | Sell |
1,353
-3
| -0.2% | -$281 | ﹤0.01% | 1403 |
|
|
2015
Q4 | $126K | Buy |
1,356
+6
| +0.4% | +$556 | ﹤0.01% | 1495 |
|
|
2015
Q3 | $100K | Buy |
+1,350
| New | +$108K | ﹤0.01% | 1597 |
|
|
2015
Q2 | – | Sell |
-1,350
| Closed | -$121K | – | 1366 |
|
|
2015
Q1 | $121K | Hold |
1,350
| – | – | ﹤0.01% | 1470 |
|
|
2014
Q4 | $116K | Sell |
1,350
-1,040
| -44% | -$84.7K | ﹤0.01% | 1470 |
|
|
2014
Q3 | $170K | Sell |
2,390
-148
| -6% | -$10.4K | ﹤0.01% | 1142 |
|
|
2014
Q2 | $178K | Buy |
2,538
+182
| +8% | +$12.9K | ﹤0.01% | 1093 |
|
|
2014
Q1 | $174K | Hold |
2,356
| – | – | ﹤0.01% | 1066 |
|
|
2013
Q4 | $173K | Buy |
2,356
+250
| +12% | +$17.7K | ﹤0.01% | 932 |
|
|
2013
Q3 | $146K | Hold |
2,106
| – | – | ﹤0.01% | 902 |
|
|
2013
Q2 | $134K | Buy |
+2,106
| New | +$127K | ﹤0.01% | 841 |
|
Other funds holding CACI
VCM
VPM
Creative Planning's CACI Position: Q1 2026 in Review
Creative Planning reduced its CACI (CACI) stake by 0.51% in Q1 2026, selling an estimated $263K and leaving 85,801 shares worth $46.7M. The position accounts for 0.03% of the portfolio, ranked #230.
Creative Planning first reported a position in CACI in Q2 2013 and has held it in 45 quarters since. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.
- Creative Planning held 85,801 shares of CACI worth $46.7M as of Q1 2026.
- Creative Planning sold 437 CACI shares in Q1 2026, an estimated $263K.
- CACI made up 0.03% of Creative Planning's portfolio in Q1 2026, its #230 holding.
- Creative Planning first reported a position in CACI in Q2 2013 and has held it in 45 quarters since.
- 662 funds tracked by Wall St. Rank held CACI as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.