NewEdge Wealth’s CACI CACI Stock Holding History

NewEdge Wealth’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	$768K	Buy	1,412 +612	+77%	+$368K	0.01%	694
2025 Q4	$426K	Buy	800 +247	+45%	+$140K	﹤0.01%	902
2025 Q3	$325K	Buy	553 +87	+19%	+$42.1K	﹤0.01%	856
2025 Q2	$233K	Buy	+466	New	+$206K	﹤0.01%	896
2025 Q1	–	Sell	-559	Closed	-$226K	–	940
2024 Q4	$226K	Buy	+559	New	+$272K	﹤0.01%	853

Other funds holding CACI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NewEdge Wealth's CACI Position: Q1 2026 in Review

NewEdge Wealth increased its CACI (CACI) stake by 77% in Q1 2026, buying an estimated $368K and bringing the position to 1,412 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #694.

NewEdge Wealth first reported a position in CACI in Q4 2024 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

NewEdge Wealth held 1,412 shares of CACI worth $768K as of Q1 2026.
NewEdge Wealth bought 612 CACI shares in Q1 2026, an estimated $368K.
CACI made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #694 holding.
NewEdge Wealth first reported a position in CACI in Q4 2024 and has held it in 5 quarters since.
662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.