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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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

EP Wealth Advisors's CACI Position: Q1 2026 in Review

EP Wealth Advisors increased its CACI (CACI) stake by 3% in Q1 2026, buying an estimated $8.43K and bringing the position to 483 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

EP Wealth Advisors first reported a position in CACI in Q4 2024 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

  • EP Wealth Advisors held 483 shares of CACI worth $263K as of Q1 2026.
  • EP Wealth Advisors bought 14 CACI shares in Q1 2026, an estimated $8.43K.
  • CACI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1243 holding.
  • EP Wealth Advisors first reported a position in CACI in Q4 2024 and has held it in 5 quarters since.
  • 662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.