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Bell Investment Advisors’s CAVA Group CAVA Stock Holding History

Bell Investment 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
2026
Q2 		$3.38K Hold
43
– – ﹤0.01% 1141
2026
Q1 		$3.48K Hold
43
– – ﹤0.01% 1113
2025
Q4 		$2.52K Hold
43
– – ﹤0.01% 1266
2025
Q3 		$2.6K Sell
43
-18
-30% -$1.36K ﹤0.01% 1229
2025
Q2 		$5.14K Sell
61
-13
-18% -$1.11K ﹤0.01% 964
2025
Q1 		$6.39K Hold
74
– – ﹤0.01% 798
2024
Q4 		$8.35K Buy
74
+4
+6% +$533 ﹤0.01% 681
2024
Q3 		$8.67K Buy
70
+19
+37% +$1.93K ﹤0.01% 674
2024
Q2 		$4.73K Buy
51
+8
+19% +$618 ﹤0.01% 947
2024
Q1 		$3.01K Sell
43
-10
-19% -$536 ﹤0.01% 1168
2023
Q4 		$2.28K Buy
+53
New +$1.85K ﹤0.01% 1276

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

Bell Investment Advisors's CAVA Position: Q2 2026 in Review

Bell Investment Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 43 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Bell Investment Advisors first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.67K in Q3 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Bell Investment Advisors held 43 shares of CAVA Group worth $3.38K as of Q2 2026.
  • Bell Investment Advisors left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1141 holding.
  • Bell Investment Advisors first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • Bell Investment Advisors's CAVA Group position peaked at $8.67K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.