Cerity Partners
CAVA icon

Cerity Partners’s CAVA Group CAVA Stock Holding History

Cerity Partners’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 		$1.05M Sell
13,429
-1,047
-7% -$87.8K ﹤0.01% 1967
2026
Q1 		$1.17M Buy
14,476
+5,235
+57% +$382K ﹤0.01% 1775
2025
Q4 		$542K Sell
9,241
-8,112
-47% -$452K ﹤0.01% 2045
2025
Q3 		$1.05M Buy
17,353
+2,529
+17% +$192K ﹤0.01% 1580
2025
Q2 		$1.25M Buy
14,824
+2,953
+25% +$252K ﹤0.01% 1423
2025
Q1 		$1.03M Sell
11,871
-3,428
-22% -$372K ﹤0.01% 1416
2024
Q4 		$1.73M Buy
15,299
+3,791
+33% +$506K ﹤0.01% 1169
2024
Q3 		$1.43M Buy
+11,508
New +$1.17M ﹤0.01% 1248

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cerity Partners's CAVA Position: Q2 2026 in Review

Cerity Partners reduced its CAVA Group (CAVA) stake by 7.2% in Q2 2026, selling an estimated $87.8K and leaving 13,429 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Cerity Partners first reported a position in CAVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2024. 508 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Cerity Partners held 13,429 shares of CAVA Group worth $1.05M as of Q2 2026.
  • Cerity Partners sold 1,047 CAVA Group shares in Q2 2026, an estimated $87.8K.
  • CAVA Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1967 holding.
  • Cerity Partners first reported a position in CAVA Group in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's CAVA Group position peaked at $1.73M in Q4 2024.
  • 508 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.