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Wealthspire Advisors (New York)’s CACI CACI Stock Holding History

Wealthspire Advisors (New York)’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 		$392K Sell
721
-700
-49% -$421K ﹤0.01% 648
2025
Q4 		$757K Buy
1,421
+259
+22% +$146K 0.01% 492
2025
Q3 		$580K Sell
1,162
-148
-11% -$71.5K ﹤0.01% 499
2025
Q2 		$624K Buy
1,310
+91
+7% +$40.3K ﹤0.01% 485
2025
Q1 		$447K Sell
1,219
-227
-16% -$86.9K ﹤0.01% 546
2024
Q4 		$584K Sell
1,446
-172
-11% -$83.8K 0.01% 473
2024
Q3 		$816K Sell
1,618
-235
-13% -$109K 0.01% 401
2024
Q2 		$797K Buy
1,853
+129
+7% +$52.7K 0.01% 351
2024
Q1 		$653K Hold
1,724
– – 0.01% 377
2023
Q4 		$558K Hold
1,724
– – 0.01% 403
2023
Q3 		$541K Buy
+1,724
New +$577K 0.01% 376

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