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Advisornet Financial’s CAVA Group CAVA Stock Holding History

Advisornet Financial’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 		$338K Buy
4,302
+187
+5% +$15.7K 0.02% 511
2026
Q1 		$333K Buy
4,115
+60
+1% +$4.38K 0.02% 489
2025
Q4 		$238K Sell
4,055
-1,293
-24% -$72.1K 0.01% 558
2025
Q3 		$323K Buy
5,348
+3,397
+174% +$257K 0.02% 472
2025
Q2 		$164K Buy
1,951
+723
+59% +$61.7K 0.01% 621
2025
Q1 		$106K Buy
1,228
+193
+19% +$20.9K 0.01% 709
2024
Q4 		$117K Sell
1,035
-97
-9% -$12.9K 0.01% 644
2024
Q3 		$140K Buy
1,132
+600
+113% +$61K 0.01% 607
2024
Q2 		$49.3K Buy
532
+522
+5,220% +$40.3K ﹤0.01% 823
2024
Q1 		$701 Sell
10
-50
-83% -$2.68K ﹤0.01% 1846
2023
Q4 		$2.58K Buy
60
+10
+20% +$349 ﹤0.01% 1642
2023
Q3 		$1.53K Buy
50
+25
+100% +$1.09K ﹤0.01% 1712
2023
Q2 		$1.02K Buy
+25
New +$1.03K ﹤0.01% 1878

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

Advisornet Financial's CAVA Position: Q2 2026 in Review

Advisornet Financial increased its CAVA Group (CAVA) stake by 4.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,302 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #511.

Advisornet Financial first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Advisornet Financial held 4,302 shares of CAVA Group worth $338K as of Q2 2026.
  • Advisornet Financial bought 187 CAVA Group shares in Q2 2026, an estimated $15.7K.
  • CAVA Group made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #511 holding.
  • Advisornet Financial first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.