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Aventura Private Wealth’s CAVA Group CAVA Stock Holding History

Aventura Private Wealth’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 		$17.5K Hold
223
– – 0.01% 503
2026
Q1 		$18K Buy
223
+116
+108% +$8.46K 0.01% 464
2025
Q4 		$6.28K Hold
107
– – ﹤0.01% 571
2025
Q3 		$6.46K Hold
107
– – ﹤0.01% 553
2025
Q2 		$9.01K Sell
107
-100
-48% -$8.53K ﹤0.01% 480
2025
Q1 		$17.9K Buy
207
+100
+93% +$10.8K 0.01% 370
2024
Q4 		$12.1K Buy
+107
New +$14.3K 0.01% 414

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

Aventura Private Wealth's CAVA Position: Q2 2026 in Review

Aventura Private Wealth held its CAVA Group (CAVA) position steady in Q2 2026 at 223 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #503.

Aventura Private Wealth first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $18K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Aventura Private Wealth held 223 shares of CAVA Group worth $17.5K as of Q2 2026.
  • Aventura Private Wealth left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #503 holding.
  • Aventura Private Wealth first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's CAVA Group position peaked at $18K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.