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AE Wealth Management’s CAVA Group CAVA Stock Holding History

AE Wealth Management’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
Q1 		$630K Buy
7,793
+1,971
+34% +$144K ﹤0.01% 1002
2025
Q4 		$342K Buy
5,822
+2,401
+70% +$134K ﹤0.01% 1244
2025
Q3 		$207K Buy
+3,421
New +$259K ﹤0.01% 1387

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AE Wealth Management's CAVA Position: Q1 2026 in Review

AE Wealth Management increased its CAVA Group (CAVA) stake by 34% in Q1 2026, buying an estimated $144K and bringing the position to 7,793 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

AE Wealth Management first reported a position in CAVA in Q3 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • AE Wealth Management held 7,793 shares of CAVA Group worth $630K as of Q1 2026.
  • AE Wealth Management bought 1,971 CAVA Group shares in Q1 2026, an estimated $144K.
  • CAVA Group made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1002 holding.
  • AE Wealth Management first reported a position in CAVA Group in Q3 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.