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AdvisorShares Investments’s CAVA Group CAVA Stock Holding History

AdvisorShares Investments’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
Q3 		– Sell
-409
Closed -$34.5K – 305
2025
Q2 		$34.5K Sell
409
-768
-65% -$65.5K 0.01% 278
2025
Q1 		$103K Hold
1,177
– – 0.02% 247
2024
Q4 		$133K Buy
1,177
+50
+4% +$6.67K 0.03% 241
2024
Q3 		$140K Sell
1,127
-1,223
-52% -$124K 0.03% 243
2024
Q2 		$224K Hold
2,350
– – 0.04% 219
2024
Q1 		$165K Buy
+2,350
New +$126K 0.03% 236

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AdvisorShares Investments's CAVA Position: Q3 2025 in Review

AdvisorShares Investments sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 409 shares — an estimated $34.5K sold.

AdvisorShares Investments first reported a position in CAVA in Q1 2024 and held it in 6 quarters. The position peaked at $224K in Q2 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • AdvisorShares Investments reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 409 CAVA Group shares in Q3 2025, an estimated $34.5K.
  • AdvisorShares Investments first reported a position in CAVA Group in Q1 2024 and held it in 6 quarters.
  • AdvisorShares Investments's CAVA Group position peaked at $224K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on AdvisorShares Investments's 13F filing for Q3 2025, filed 5 Nov 2025.