EP Wealth Advisors’s CACI CACI Stock Holding History

EP Wealth Advisors’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	–	Sell	-483	Closed	-$263K	–	1743
2026 Q1	$263K	Buy	483 +14	+3%	+$8.43K	﹤0.01%	1243
2025 Q4	$250K	Buy	+469	New	+$265K	﹤0.01%	1245
2025 Q2	$234K	Sell	491 -120	-20%	-$53.2K	﹤0.01%	1163
2025 Q1	$224K	Buy	611 +112	+22%	+$42.9K	﹤0.01%	1077
2024 Q4	$202K	Buy	+499	New	+$243K	﹤0.01%	1083

Other funds holding CACI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's CACI Position: Q2 2026 in Review

EP Wealth Advisors sold out of CACI (CACI) in Q2 2026, closing a stake of 483 shares — an estimated $263K sold.

EP Wealth Advisors first reported a position in CACI in Q4 2024 and held it in 5 quarters. The position peaked at $263K in Q1 2026. 615 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

EP Wealth Advisors reported no remaining CACI position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 483 CACI shares in Q2 2026, an estimated $263K.
EP Wealth Advisors first reported a position in CACI in Q4 2024 and held it in 5 quarters.
EP Wealth Advisors's CACI position peaked at $263K in Q1 2026.
615 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.