EWP
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Elevation Wealth Partners’s CAVA Group CAVA Stock Holding History

Elevation Wealth 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
Q3 		– Sell
-30
Closed -$2.35K – 1355
2026
Q2 		$2.35K Buy
+30
New +$2.52K ﹤0.01% 1176

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's CAVA Position: Q3 2026 in Review

Elevation Wealth Partners sold out of CAVA Group (CAVA) in Q3 2026, closing a stake of 30 shares — an estimated $2.35K sold.

Elevation Wealth Partners first reported a position in CAVA in Q2 2026 and held it in 1 quarter. The position peaked at $2.35K in Q2 2026. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Elevation Wealth Partners reported no remaining CAVA Group position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 30 CAVA Group shares in Q3 2026, an estimated $2.35K.
  • Elevation Wealth Partners first reported a position in CAVA Group in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's CAVA Group position peaked at $2.35K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.