Davenport & Co’s CACI CACI Stock Holding History

Davenport & Co’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	$1.11M	Sell	2,403 -841	-26%	-$429K	0.01%	741
2026 Q1	$1.76M	Sell	3,244 -4,831	-60%	-$2.91M	0.01%	558
2025 Q4	$4.3M	Sell	8,075 -1,993	-20%	-$1.13M	0.02%	373
2025 Q3	$5.02M	Sell	10,068 -832	-8%	-$402K	0.03%	342
2025 Q2	$5.2M	Sell	10,900 -5,610	-34%	-$2.49M	0.03%	315
2025 Q1	$6.06M	Buy	16,510 +9,496	+135%	+$3.63M	0.04%	274
2024 Q4	$2.83M	Buy	+7,014	New	+$3.42M	0.02%	405

Other funds holding CACI

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return