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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
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
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

Integrated Wealth Concepts's CACI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CACI (CACI) stake by 389% in Q1 2026, buying an estimated $1.47M and bringing the position to 3,080 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #834.

Integrated Wealth Concepts first reported a position in CACI in Q1 2023 and has held it in 13 quarters since. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

  • Integrated Wealth Concepts held 3,080 shares of CACI worth $1.68M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,450 CACI shares in Q1 2026, an estimated $1.47M.
  • CACI made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #834 holding.
  • Integrated Wealth Concepts first reported a position in CACI in Q1 2023 and has held it in 13 quarters since.
  • 662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.