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CreativeOne Wealth’s CACI CACI Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-2,572
Closed -$1.04M – 1069
2024
Q4 		$1.04M Buy
2,572
+1,200
+87% +$585K 0.03% 458
2024
Q3 		$692K Buy
1,372
+789
+135% +$365K 0.02% 528
2024
Q2 		$251K Sell
583
-478
-45% -$195K 0.01% 661
2024
Q1 		$401K Buy
+1,061
New +$377K 0.02% 639

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CreativeOne Wealth's CACI Position: Q1 2025 in Review

CreativeOne Wealth sold out of CACI (CACI) in Q1 2025, closing a stake of 2,572 shares — an estimated $1.04M sold.

CreativeOne Wealth first reported a position in CACI in Q1 2024 and held it in 4 quarters. The position peaked at $1.04M in Q4 2024. 571 funds tracked by Wall St. Rank hold CACI as of Q1 2025.

  • CreativeOne Wealth reported no remaining CACI position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,572 CACI shares in Q1 2025, an estimated $1.04M.
  • CreativeOne Wealth first reported a position in CACI in Q1 2024 and held it in 4 quarters.
  • CreativeOne Wealth's CACI position peaked at $1.04M in Q4 2024.
  • 571 funds tracked by Wall St. Rank held CACI as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.