Westmount Partners’s CACI CACI Stock Holding History

Westmount Partners’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	$9.02M	Sell	19,469 -1,847	-9%	-$943K	1.97%	11
2026 Q1	$11.6M	Hold	21,316	–	–	2.85%	6
2025 Q4	$11.4M	Hold	21,316	–	–	2.83%	6
2025 Q3	$11M	Sell	21,316 -419	-2%	-$203K	2.84%	6
2025 Q2	$10.4M	Sell	21,735 -655	-3%	-$290K	2.85%	6
2025 Q1	$8.22M	Sell	22,390 -6,903	-24%	-$2.64M	2.51%	6
2024 Q4	$11.8M	Sell	29,293 -10	-0%	-$4.87K	3.6%	4
2024 Q3	$14.8M	Hold	29,303	–	–	4.45%	3
2024 Q2	$12.5M	Sell	29,303 -1,806	-6%	-$737K	4.14%	5
2024 Q1	$11.8M	Sell	31,109 -222	-0.7%	-$78.9K	4.24%	4
2023 Q4	$10.1M	Hold	31,331	–	–	4.14%	4
2023 Q3	$9.84M	Hold	31,331	–	–	4.33%	3
2023 Q2	$10.7M	Sell	31,331 -1,260	-4%	-$391K	4.65%	3
2023 Q1	$9.66M	Hold	32,591	–	–	4.46%	4
2022 Q4	$9.8M	Buy	+32,591	New	+$9.5M	5.09%	2

Other funds holding CACI

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

Wealth Enhancement Advisory Services

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

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

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return