Integrated Wealth Concepts’s CACI CACI Stock Holding History

Integrated Wealth Concepts’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	$1.19M	Sell	2,563 -517	-17%	-$264K	0.01%	1110
2026 Q1	$1.68M	Buy	3,080 +2,450	+389%	+$1.47M	0.01%	834
2025 Q4	$336K	Sell	630 -1,157	-65%	-$654K	﹤0.01%	1273
2025 Q3	$891K	Buy	1,787 +87	+5%	+$42.1K	0.01%	1039
2025 Q2	$810K	Buy	1,700 +215	+14%	+$95.2K	0.01%	1032
2025 Q1	$545K	Sell	1,485 -248	-14%	-$94.9K	0.01%	1108
2024 Q4	$700K	Buy	1,733 +391	+29%	+$191K	0.01%	977
2024 Q3	$677K	Buy	1,342 +12	+0.9%	+$5.56K	0.01%	956
2024 Q2	$572K	Hold	1,330	–	–	0.01%	989
2024 Q1	$504K	Buy	1,330 +6	+0.5%	+$2.13K	0.01%	1052
2023 Q4	$429K	Hold	1,324	–	–	0.01%	1069
2023 Q3	$416K	Hold	1,324	–	–	0.01%	1061
2023 Q2	$451K	Hold	1,324	–	–	0.01%	1033
2023 Q1	$392K	Buy	+1,324	New	+$390K	0.01%	948

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

Integrated Wealth Concepts's CACI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CACI (CACI) stake by 17% in Q2 2026, selling an estimated $264K and leaving 2,563 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1110.

Integrated Wealth Concepts first reported a position in CACI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.68M in Q1 2026. 616 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

Integrated Wealth Concepts held 2,563 shares of CACI worth $1.19M as of Q2 2026.
Integrated Wealth Concepts sold 517 CACI shares in Q2 2026, an estimated $264K.
CACI made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1110 holding.
Integrated Wealth Concepts first reported a position in CACI in Q1 2023 and has held it in 14 quarters since.
Integrated Wealth Concepts's CACI position peaked at $1.68M in Q1 2026.
616 funds tracked by Wall St. Rank held CACI as of Q2 2026.

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