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Bartlett & Co Wealth Management’s CAVA Group CAVA Stock Holding History

Bartlett & Co 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 		$1.88K Hold
24
– – ﹤0.01% 1173
2026
Q1 		$2.14K Buy
+24
New +$1.75K ﹤0.01% 1107

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

Bartlett & Co Wealth Management's CAVA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its CAVA Group (CAVA) position steady in Q2 2026 at 24 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Bartlett & Co Wealth Management first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.14K in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Bartlett & Co Wealth Management held 24 shares of CAVA Group worth $1.88K as of Q2 2026.
  • Bartlett & Co Wealth Management left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1173 holding.
  • Bartlett & Co Wealth Management first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's CAVA Group position peaked at $2.14K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.