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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Trail Advisors's CACI Position: Q1 2026 in Review

Summit Trail Advisors increased its CACI (CACI) stake by 158% in Q1 2026, buying an estimated $1.46M and bringing the position to 3,954 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #473.

Summit Trail Advisors first reported a position in CACI in Q2 2025 and has held it in 4 quarters since. 662 funds tracked by Wall St. Rank hold CACI as of Q1 2026.

  • Summit Trail Advisors held 3,954 shares of CACI worth $2.15M as of Q1 2026.
  • Summit Trail Advisors bought 2,424 CACI shares in Q1 2026, an estimated $1.46M.
  • CACI made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #473 holding.
  • Summit Trail Advisors first reported a position in CACI in Q2 2025 and has held it in 4 quarters since.
  • 662 funds tracked by Wall St. Rank held CACI as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.