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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
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 $6.73T 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

AE Wealth Management's CAVA Position: Q2 2026 in Review

AE Wealth Management increased its CAVA Group (CAVA) stake by 19% in Q2 2026, buying an estimated $126K and bringing the position to 9,292 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

AE Wealth Management first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • AE Wealth Management held 9,292 shares of CAVA Group worth $729K as of Q2 2026.
  • AE Wealth Management bought 1,499 CAVA Group shares in Q2 2026, an estimated $126K.
  • CAVA Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • AE Wealth Management first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.