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Summit Trail Advisors’s CACI CACI Stock Holding History

Summit Trail 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 		$2.47M Buy
5,331
+1,377
+35% +$703K 0.03% 469
2026
Q1 		$2.15M Buy
3,954
+2,424
+158% +$1.46M 0.03% 473
2025
Q4 		$815K Sell
1,530
-2,554
-63% -$1.44M 0.01% 910
2025
Q3 		$2.04M Buy
4,084
+1,461
+56% +$706K 0.03% 435
2025
Q2 		$1.25M Buy
+2,623
New +$1.16M 0.02% 395

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

Summit Trail Advisors's CACI Position: Q2 2026 in Review

Summit Trail Advisors increased its CACI (CACI) stake by 35% in Q2 2026, buying an estimated $703K and bringing the position to 5,331 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #469.

Summit Trail Advisors first reported a position in CACI in Q2 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • Summit Trail Advisors held 5,331 shares of CACI worth $2.47M as of Q2 2026.
  • Summit Trail Advisors bought 1,377 CACI shares in Q2 2026, an estimated $703K.
  • CACI made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #469 holding.
  • Summit Trail Advisors first reported a position in CACI in Q2 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.