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Robertson Stephens Wealth Management’s CACI CACI Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-1,080
Closed -$436K – 553
2024
Q4 		$436K Sell
1,080
-2,853
-73% -$1.39M 0.02% 384
2024
Q3 		$1.98M Buy
+3,933
New +$1.82M 0.07% 196

Other funds holding CACI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Robertson Stephens Wealth Management's CACI Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of CACI (CACI) in Q1 2025, closing a stake of 1,080 shares — an estimated $436K sold.

Robertson Stephens Wealth Management first reported a position in CACI in Q3 2024 and held it in 2 quarters. The position peaked at $1.98M in Q3 2024. 569 funds tracked by Wall St. Rank hold CACI as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining CACI position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,080 CACI shares in Q1 2025, an estimated $436K.
  • Robertson Stephens Wealth Management first reported a position in CACI in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's CACI position peaked at $1.98M in Q3 2024.
  • 569 funds tracked by Wall St. Rank held CACI as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.