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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
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 $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 $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's CACI Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its CACI (CACI) stake by 26% in Q1 2026, selling an estimated $106K and leaving 498 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #940.

Mount Yale Investment Advisors first reported a position in CACI in Q2 2018 and has held it in 5 quarters since. The position peaked at $381K in Q3 2025. 663 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

  • Mount Yale Investment Advisors held 498 shares of CACI worth $271K as of Q1 2026.
  • Mount Yale Investment Advisors sold 176 CACI shares in Q1 2026, an estimated $106K.
  • CACI made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #940 holding.
  • Mount Yale Investment Advisors first reported a position in CACI in Q2 2018 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's CACI position peaked at $381K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.