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Bellevue Asset Management’s CAVA Group CAVA Stock Holding History

Bellevue Asset 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
Q1 		– Sell
-44
Closed -$2.58K – 395
2025
Q4 		$2.58K Hold
44
– – ﹤0.01% 411
2025
Q3 		$2.66K Buy
44
+8
+22% +$606 ﹤0.01% 407
2025
Q2 		$3.03K Hold
36
– – ﹤0.01% 396
2025
Q1 		$3.11K Hold
36
– – ﹤0.01% 381
2024
Q4 		$4.06K Hold
36
– – ﹤0.01% 375
2024
Q3 		$4.46K Hold
36
– – ﹤0.01% 332
2024
Q2 		$3.34K Hold
36
– – ﹤0.01% 357
2024
Q1 		$2.52K Buy
+36
New +$1.93K ﹤0.01% 387

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bellevue Asset Management's CAVA Position: Q1 2026 in Review

Bellevue Asset Management sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 44 shares — an estimated $2.58K sold.

Bellevue Asset Management first reported a position in CAVA in Q1 2024 and held it in 8 quarters. The position peaked at $4.46K in Q3 2024. 519 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Bellevue Asset Management reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 44 CAVA Group shares in Q1 2026, an estimated $2.58K.
  • Bellevue Asset Management first reported a position in CAVA Group in Q1 2024 and held it in 8 quarters.
  • Bellevue Asset Management's CAVA Group position peaked at $4.46K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.