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Baltimore-Washington Financial Advisors’s CAVA Group CAVA Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-3,810
Closed -$230K – 189
2025
Q3 		$230K Buy
3,810
+1,000
+36% +$75.8K 0.01% 168
2025
Q2 		$237K Buy
2,810
+150
+6% +$12.8K 0.01% 154
2025
Q1 		$230K Hold
2,660
– – 0.01% 141
2024
Q4 		$300K Buy
2,660
+60
+2% +$8K 0.02% 121
2024
Q3 		$322K Hold
2,600
– – 0.02% 119
2024
Q2 		$241K Buy
+2,600
New +$201K 0.01% 125

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CAVA Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 3,810 shares — an estimated $230K sold.

Baltimore-Washington Financial Advisors first reported a position in CAVA in Q2 2024 and held it in 6 quarters. The position peaked at $322K in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 3,810 CAVA Group shares in Q4 2025, an estimated $230K.
  • Baltimore-Washington Financial Advisors first reported a position in CAVA Group in Q2 2024 and held it in 6 quarters.
  • Baltimore-Washington Financial Advisors's CAVA Group position peaked at $322K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.