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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
2025
Q4 		– Sell
-100
Closed -$6.04K – 2255
2025
Q3 		$6.04K Hold
100
– – ﹤0.01% 1654
2025
Q2 		$8.42K Hold
100
– – ﹤0.01% 1531
2025
Q1 		$8.64K Buy
+100
New +$10.8K ﹤0.01% 1460

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 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. 250 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.
  • 250 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.