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Aaron Wealth Advisors’s CAVA Group CAVA Stock Holding History

Aaron Wealth Advisors’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Sell
3,370
-162
-5% -$13.6K 0.01% 615
2026
Q1 		$286K Buy
+3,532
New +$258K 0.02% 577

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's CAVA Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its CAVA Group (CAVA) stake by 4.6% in Q2 2026, selling an estimated $13.6K and leaving 3,370 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #615.

Aaron Wealth Advisors first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $286K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Aaron Wealth Advisors held 3,370 shares of CAVA Group worth $264K as of Q2 2026.
  • Aaron Wealth Advisors sold 162 CAVA Group shares in Q2 2026, an estimated $13.6K.
  • CAVA Group made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #615 holding.
  • Aaron Wealth Advisors first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • Aaron Wealth Advisors's CAVA Group position peaked at $286K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.