EWA
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Exencial Wealth Advisors’s CACI CACI Stock Holding History

Exencial 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 		$4.42M Sell
8,129
-9,348
-53% -$5.63M 0.14% 154
2025
Q4 		$9.31M Sell
17,477
-9,016
-34% -$5.09M 0.29% 95
2025
Q3 		$13.2M Sell
26,493
-353
-1% -$171K 0.43% 66
2025
Q2 		$12.8M Buy
26,846
+8,620
+47% +$3.82M 0.45% 64
2025
Q1 		$6.69M Buy
18,226
+57
+0.3% +$21.8K 0.25% 118
2024
Q4 		$7.34M Sell
18,169
-548
-3% -$267K 0.27% 108
2024
Q3 		$9.44M Sell
18,717
-19,495
-51% -$9.03M 0.34% 88
2024
Q2 		$16.4M Sell
38,212
-2,101
-5% -$858K 0.62% 52
2024
Q1 		$15.3M Sell
40,313
-22
-0.1% -$7.82K 0.57% 55
2023
Q4 		$13.1M Buy
40,335
+1,567
+4% +$508K 0.53% 61
2023
Q3 		$12.2M Buy
38,768
+14,195
+58% +$4.75M 0.59% 55
2023
Q2 		$8.38M Buy
+24,573
New +$7.63M 0.38% 78

Other funds holding CACI

BlackRock
BlackRock New York $5.7T 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