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Bingham Private Wealth’s CAVA Group CAVA Stock Holding History

Bingham 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
2025
Q2 		$213K Sell
2,524
-110
-4% -$9.38K 0.2% 144
2025
Q1 		$228K Buy
2,634
+84
+3% +$9.11K 0.24% 138
2024
Q4 		$288K Buy
+2,550
New +$340K 0.31% 103

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bingham Private Wealth's CAVA Position: Q2 2025 in Review

Bingham Private Wealth reduced its CAVA Group (CAVA) stake by 4.2% in Q2 2025, selling an estimated $9.38K and leaving 2,524 shares worth $213K. The position accounts for 0.2% of the portfolio, ranked #144.

Bingham Private Wealth first reported a position in CAVA in Q4 2024 and has held it in 3 quarters since. The position peaked at $288K in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Bingham Private Wealth held 2,524 shares of CAVA Group worth $213K as of Q2 2025.
  • Bingham Private Wealth sold 110 CAVA Group shares in Q2 2025, an estimated $9.38K.
  • CAVA Group made up 0.2% of Bingham Private Wealth's portfolio in Q2 2025, its #144 holding.
  • Bingham Private Wealth first reported a position in CAVA Group in Q4 2024 and has held it in 3 quarters since.
  • Bingham Private Wealth's CAVA Group position peaked at $288K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Bingham Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.