Avantax Advisory Services’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
Other funds holding CAVA
AG
Avantax Advisory Services's CAVA Position: Q2 2025 in Review
Avantax Advisory Services reduced its CAVA Group (CAVA) stake by 27% in Q2 2025, selling an estimated $116K and leaving 3,736 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.
Avantax Advisory Services first reported a position in CAVA in Q2 2024 and has held it in 4 quarters since. The position peaked at $443K in Q2 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.
- Avantax Advisory Services held 3,736 shares of CAVA Group worth $315K as of Q2 2025.
- Avantax Advisory Services sold 1,362 CAVA Group shares in Q2 2025, an estimated $116K.
- CAVA Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1871 holding.
- Avantax Advisory Services first reported a position in CAVA Group in Q2 2024 and has held it in 4 quarters since.
- Avantax Advisory Services's CAVA Group position peaked at $443K in Q2 2024.
- 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.