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Emergent Wealth Advisors’s CAVA Group CAVA Stock Holding History

Emergent Wealth Advisors’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
-11,884
Closed -$1.02M – 126
2025
Q2 		$1.02M Buy
11,884
+2,048
+21% +$175K 0.65% 33
2025
Q1 		$850K Buy
9,836
+1,071
+12% +$116K 0.62% 35
2024
Q4 		$989K Buy
8,765
+937
+12% +$125K 0.72% 29
2024
Q3 		$969K Buy
7,828
+128
+2% +$13K 0.72% 30
2024
Q2 		$729K Sell
7,700
-880
-10% -$67.9K 0.59% 36
2024
Q1 		$566K Buy
+8,580
New +$460K 0.49% 38

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

Emergent Wealth Advisors's CAVA Position: Q3 2025 in Review

Emergent Wealth Advisors sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 11,884 shares — an estimated $1.02M sold.

Emergent Wealth Advisors first reported a position in CAVA in Q1 2024 and held it in 6 quarters. The position peaked at $1.02M in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Emergent Wealth Advisors reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Emergent Wealth Advisors sold 11,884 CAVA Group shares in Q3 2025, an estimated $1.02M.
  • Emergent Wealth Advisors first reported a position in CAVA Group in Q1 2024 and held it in 6 quarters.
  • Emergent Wealth Advisors's CAVA Group position peaked at $1.02M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Emergent Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.