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Bogart Wealth LLC’s CAVA Group CAVA Stock Holding History

Bogart Wealth LLC’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 		$118K Sell
1,506
-3
-0.2% -$252 ﹤0.01% 360
2026
Q1 		$122K Buy
1,509
+300
+25% +$21.9K ﹤0.01% 332
2025
Q4 		$71K Sell
1,209
-606
-33% -$33.8K ﹤0.01% 395
2025
Q3 		$110K Buy
1,815
+125
+7% +$9.47K ﹤0.01% 324
2025
Q2 		$142K Buy
1,690
+64
+4% +$5.46K 0.01% 282
2025
Q1 		$141K Buy
1,626
+1,367
+528% +$148K 0.01% 264
2024
Q4 		$29.2K Sell
259
-49
-16% -$6.53K ﹤0.01% 500
2024
Q3 		$38.1K Sell
308
-132
-30% -$13.4K ﹤0.01% 459
2024
Q2 		$40.8K Sell
440
-52
-11% -$4.01K ﹤0.01% 440
2024
Q1 		$34.5K Buy
492
+148
+43% +$7.93K ﹤0.01% 436
2023
Q4 		$14.8K Sell
344
-20
-5% -$697 ﹤0.01% 553
2023
Q3 		$11.1K Buy
364
+285
+361% +$12.4K ﹤0.01% 571
2023
Q2 		$3.23K Buy
+79
New +$3.25K ﹤0.01% 808

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

Bogart Wealth LLC's CAVA Position: Q2 2026 in Review

Bogart Wealth LLC reduced its CAVA Group (CAVA) stake by 0.2% in Q2 2026, selling an estimated $252 and leaving 1,506 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Bogart Wealth LLC first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $142K in Q2 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Bogart Wealth LLC held 1,506 shares of CAVA Group worth $118K as of Q2 2026.
  • Bogart Wealth LLC sold 3 CAVA Group shares in Q2 2026, an estimated $252.
  • CAVA Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #360 holding.
  • Bogart Wealth LLC first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • Bogart Wealth LLC's CAVA Group position peaked at $142K in Q2 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.