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Mount Yale Investment Advisors’s CACI CACI Stock Holding History

Mount Yale Investment 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
Q2 		– Sell
-498
Closed -$271K – 1210
2026
Q1 		$271K Sell
498
-176
-26% -$106K 0.01% 940
2025
Q4 		$359K Sell
674
-89
-12% -$50.3K 0.02% 541
2025
Q3 		$381K Buy
+763
New +$369K 0.03% 465
2018
Q4 		– Sell
-399
Closed -$73K – 383
2018
Q3 		$73K Buy
399
+152
+62% +$28.1K 0.01% 528
2018
Q2 		$42K Buy
+247
New +$39.8K 0.01% 663

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's CACI Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of CACI (CACI) in Q2 2026, closing a stake of 498 shares — an estimated $271K sold.

Mount Yale Investment Advisors first reported a position in CACI in Q2 2018 and held it in 5 quarters. The position peaked at $381K in Q3 2025. 616 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining CACI position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 498 CACI shares in Q2 2026, an estimated $271K.
  • Mount Yale Investment Advisors first reported a position in CACI in Q2 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's CACI position peaked at $381K in Q3 2025.
  • 616 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.