Sax Wealth Advisors’s CACI CACI Stock Holding History

Sax Wealth 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	$1.32M	Buy	2,436 +2	+0.1%	+$1.02K	0.05%	192
2026 Q1	$1.3M	Hold	2,434	–	–	0.06%	163
2025 Q4	$1.3M	Buy	2,434 +4	+0.2%	+$2.26K	0.06%	165
2025 Q3	$1.21M	Buy	2,430 +2	+0.1%	+$967	0.07%	159
2025 Q2	$1.16M	Sell	2,428 -1	-0%	-$443	0.07%	159
2025 Q1	$891K	Buy	+2,429	New	+$930K	0.06%	155

Other funds holding CACI

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sax Wealth Advisors's CACI Position: Q2 2026 in Review

Sax Wealth Advisors increased its CACI (CACI) stake by 0.08% in Q2 2026, buying an estimated $1.02K and bringing the position to 2,436 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #192.

Sax Wealth Advisors first reported a position in CACI in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

Sax Wealth Advisors held 2,436 shares of CACI worth $1.32M as of Q2 2026.
Sax Wealth Advisors bought 2 CACI shares in Q2 2026, an estimated $1.02K.
CACI made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Sax Wealth Advisors first reported a position in CACI in Q1 2025 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.