Envestnet Portfolio Solutions
CAVA icon

Envestnet Portfolio Solutions’s CAVA Group CAVA Stock Holding History

Envestnet Portfolio Solutions’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 		$365K Sell
4,656
-201
-4% -$16.9K ﹤0.01% 1103
2026
Q1 		$393K Sell
4,857
-1,574
-24% -$115K ﹤0.01% 997
2025
Q4 		$377K Buy
6,431
+2,579
+67% +$144K ﹤0.01% 1171
2025
Q3 		$233K Buy
3,852
+219
+6% +$16.6K ﹤0.01% 1362
2025
Q2 		$306K Buy
+3,633
New +$310K ﹤0.01% 1320

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Portfolio Solutions's CAVA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its CAVA Group (CAVA) stake by 4.1% in Q2 2026, selling an estimated $16.9K and leaving 4,656 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Envestnet Portfolio Solutions first reported a position in CAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,656 shares of CAVA Group worth $365K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 201 CAVA Group shares in Q2 2026, an estimated $16.9K.
  • CAVA Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1103 holding.
  • Envestnet Portfolio Solutions first reported a position in CAVA Group in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's CAVA Group position peaked at $393K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.