AE Wealth Management
CAVA icon

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
Q3 		$303K Sell
5,603
-3,689
-40% -$235K ﹤0.01% 1547
2026
Q2 		$729K Buy
9,292
+1,499
+19% +$126K ﹤0.01% 1044
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AG
Artal Group Luxembourg $687M AUM 17.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

AE Wealth Management's CAVA Position: Q3 2026 in Review

AE Wealth Management reduced its CAVA Group (CAVA) stake by 40% in Q3 2026, selling an estimated $235K and leaving 5,603 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

AE Wealth Management first reported a position in CAVA in Q3 2025 and has held it in 5 quarters since. The position peaked at $729K in Q2 2026. 395 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • AE Wealth Management held 5,603 shares of CAVA Group worth $303K as of Q3 2026.
  • AE Wealth Management sold 3,689 CAVA Group shares in Q3 2026, an estimated $235K.
  • CAVA Group made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #1547 holding.
  • AE Wealth Management first reported a position in CAVA Group in Q3 2025 and has held it in 5 quarters since.
  • AE Wealth Management's CAVA Group position peaked at $729K in Q2 2026.
  • 395 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.