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Mark Sheptoff Financial Planning’s CACI CACI Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-5
Closed -$2.38K – 496
2025
Q2 		$2.38K Buy
+5
New +$2.21K ﹤0.01% 459

Other funds holding CACI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's CACI Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of CACI (CACI) in Q3 2025, closing a stake of 5 shares — an estimated $2.38K sold.

Mark Sheptoff Financial Planning first reported a position in CACI in Q2 2025 and held it in 1 quarter. The position peaked at $2.38K in Q2 2025. 613 funds tracked by Wall St. Rank hold CACI as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining CACI position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5 CACI shares in Q3 2025, an estimated $2.38K.
  • Mark Sheptoff Financial Planning first reported a position in CACI in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's CACI position peaked at $2.38K in Q2 2025.
  • 613 funds tracked by Wall St. Rank held CACI as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.