True Wealth Design’s CACI CACI Stock Holding History

True Wealth Design’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 Q3	–	Sell	-19	Closed	-$8.8K	–	2623
2026 Q2	$8.8K	Sell	19 -49	-72%	-$25K	﹤0.01%	1111
2026 Q1	$37K	Buy	68 +4	+6%	+$2.41K	0.01%	486
2025 Q4	$34.1K	Buy	64 +4	+7%	+$2.26K	0.01%	445
2025 Q3	$29.9K	Buy	60 +58	+2,900%	+$28K	0.01%	459
2025 Q2	$954	Hold	2	–	–	﹤0.01%	1481
2025 Q1	$734	Buy	+2	New	+$765	﹤0.01%	1393
2024 Q4	–	Sell	-4	Closed	-$2.02K	–	1383
2024 Q3	$2.02K	Sell	4 -2,406	-100%	-$1.11M	﹤0.01%	781
2024 Q2	$1.04M	Sell	2,410 -59	-2%	-$24.1K	0.26%	33
2024 Q1	$935K	Sell	2,469 -106	-4%	-$37.7K	0.23%	49
2023 Q4	$834K	Buy	+2,575	New	+$836K	0.23%	60

Other funds holding CACI

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

True Wealth Design's CACI Position: Q3 2026 in Review

True Wealth Design sold out of CACI (CACI) in Q3 2026, closing a stake of 19 shares — an estimated $8.8K sold.

True Wealth Design first reported a position in CACI in Q4 2023 and held it in 10 quarters. The position peaked at $1.04M in Q2 2024. 35 funds tracked by Wall St. Rank hold CACI as of Q3 2026.

True Wealth Design reported no remaining CACI position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 19 CACI shares in Q3 2026, an estimated $8.8K.
True Wealth Design first reported a position in CACI in Q4 2023 and held it in 10 quarters.
True Wealth Design's CACI position peaked at $1.04M in Q2 2024.
35 funds tracked by Wall St. Rank held CACI as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.