DiNuzzo Private Wealth
CAVA icon

DiNuzzo Private Wealth’s CAVA Group CAVA Stock Holding History

DiNuzzo 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
2026
Q3 		$55 Buy
+1
New +$64 ﹤0.01% 1332
2025
Q2 		– Sell
-1
Closed -$87 – 1370
2025
Q1 		$87 Sell
1
-5
-83% -$542 ﹤0.01% 1305
2024
Q4 		$677 Buy
+6
New +$800 ﹤0.01% 974

Other funds holding CAVA

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Armstrong Fleming & Moore
Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

DiNuzzo Private Wealth's CAVA Position: Q3 2026 in Review

DiNuzzo Private Wealth opened a new position in CAVA Group (CAVA) in Q3 2026: 1 share worth $55. The stake represents ﹤0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: DiNuzzo Private Wealth previously reported a position in CAVA as recently as Q1 2025.

DiNuzzo Private Wealth first reported a position in CAVA in Q4 2024 and has held it in 3 quarters since. The position peaked at $677 in Q4 2024. 110 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • DiNuzzo Private Wealth held 1 share of CAVA Group worth $55 as of Q3 2026.
  • CAVA Group was a new DiNuzzo Private Wealth position in Q3 2026.
  • CAVA Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1332 holding.
  • DiNuzzo Private Wealth first reported a position in CAVA Group in Q4 2024 and has held it in 3 quarters since.
  • DiNuzzo Private Wealth's CAVA Group position peaked at $677 in Q4 2024.
  • 110 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.