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Oak Barrel Wealth Advisory’s CACI CACI Stock Holding History

Oak Barrel Wealth Advisory’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 		$852K Buy
+1,839
New +$939K 0.38% 36
2025
Q4 		$980K Buy
+1,839
New +$1.04M 0.59% 32

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 $3.37T AUM 44.26% 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

Oak Barrel Wealth Advisory's CACI Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in CACI (CACI) in Q2 2026: 1,839 shares worth $852K. The stake represents 0.38% of the portfolio and ranks #36 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in CACI as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in CACI in Q4 2025 and has held it in 2 quarters since. The position peaked at $980K in Q4 2025. 612 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,839 shares of CACI worth $852K as of Q2 2026.
  • CACI was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • CACI made up 0.38% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #36 holding.
  • Oak Barrel Wealth Advisory first reported a position in CACI in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's CACI position peaked at $980K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.