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Forum Financial Management’s CACI CACI Stock Holding History

Forum Financial Management’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 		– Sell
-1,109
Closed -$591K – 435
2025
Q4 		$591K Sell
1,109
-39
-3% -$22K 0.01% 405
2025
Q3 		$573K Buy
1,148
+202
+21% +$97.7K 0.01% 409
2025
Q2 		$451K Sell
946
-53
-5% -$23.5K 0.01% 459
2025
Q1 		$367K Buy
999
+202
+25% +$77.3K 0.01% 490
2024
Q4 		$322K Hold
797
– – 0.01% 573
2024
Q3 		$402K Sell
797
-1
-0.1% -$463 0.01% 397
2024
Q2 		$343K Buy
798
+203
+34% +$82.9K 0.01% 429
2024
Q1 		$225K Buy
+595
New +$211K ﹤0.01% 647

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Forum Financial Management's CACI Position: Q1 2026 in Review

Forum Financial Management sold out of CACI (CACI) in Q1 2026, closing a stake of 1,109 shares — an estimated $591K sold.

Forum Financial Management first reported a position in CACI in Q1 2024 and held it in 8 quarters. The position peaked at $591K in Q4 2025. 668 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

  • Forum Financial Management reported no remaining CACI position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,109 CACI shares in Q1 2026, an estimated $591K.
  • Forum Financial Management first reported a position in CACI in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's CACI position peaked at $591K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.