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Cypress Wealth Services’s CAVA Group CAVA Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-5,420
Closed -$457K – 348
2025
Q2 		$457K Sell
5,420
-20
-0.4% -$1.71K 0.08% 182
2025
Q1 		$470K Buy
5,440
+525
+11% +$56.9K 0.1% 163
2024
Q4 		$554K Buy
4,915
+160
+3% +$21.3K 0.11% 143
2024
Q3 		$589K Sell
4,755
-380
-7% -$38.6K 0.12% 133
2024
Q2 		$476K Hold
5,135
– – 0.11% 149
2024
Q1 		$360K Sell
5,135
-1,460
-22% -$78.3K 0.08% 175
2023
Q4 		$283K Buy
+6,595
New +$230K 0.07% 193
2023
Q3 		– Sell
-4,235
Closed -$202K – 241
2023
Q2 		$202K Buy
+4,235
New +$174K 0.05% 234

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Services's CAVA Position: Q3 2025 in Review

Cypress Wealth Services sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 5,420 shares — an estimated $457K sold.

Cypress Wealth Services first reported a position in CAVA in Q2 2023 and held it in 8 quarters. The position peaked at $589K in Q3 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Cypress Wealth Services reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 5,420 CAVA Group shares in Q3 2025, an estimated $457K.
  • Cypress Wealth Services first reported a position in CAVA Group in Q2 2023 and held it in 8 quarters.
  • Cypress Wealth Services's CAVA Group position peaked at $589K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.