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Atria Wealth Solutions’s CAVA Group CAVA Stock Holding History

Atria Wealth Solutions’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
Q2 		$598K Buy
6,952
+4,024
+137% +$343K 0.01% 835
2025
Q1 		$253K Sell
2,928
-4,678
-62% -$507K ﹤0.01% 1580
2024
Q4 		$858K Buy
7,606
+1,245
+20% +$166K 0.01% 989
2024
Q3 		$788K Sell
6,361
-229
-3% -$23.3K 0.01% 1018
2024
Q2 		$611K Buy
+6,590
New +$509K 0.01% 1138

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Wealth Solutions's CAVA Position: Q2 2025 in Review

Atria Wealth Solutions increased its CAVA Group (CAVA) stake by 137% in Q2 2025, buying an estimated $343K and bringing the position to 6,952 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #835.

Atria Wealth Solutions first reported a position in CAVA in Q2 2024 and has held it in 5 quarters since. The position peaked at $858K in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Atria Wealth Solutions held 6,952 shares of CAVA Group worth $598K as of Q2 2025.
  • Atria Wealth Solutions bought 4,024 CAVA Group shares in Q2 2025, an estimated $343K.
  • CAVA Group made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #835 holding.
  • Atria Wealth Solutions first reported a position in CAVA Group in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's CAVA Group position peaked at $858K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.