EH
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Equitable Holdings’s CAVA Group CAVA Stock Holding History

Equitable Holdings’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 		$2.09M Sell
26,649
-9,952
-27% -$834K 0.01% 729
2026
Q1 		$2.4M Sell
36,601
-1,049
-3% -$76.5K 0.02% 657
2025
Q4 		$2.21M Sell
37,650
-15,822
-30% -$882K 0.02% 606
2025
Q3 		$3.23M Sell
53,472
-7,553
-12% -$572K 0.02% 468
2025
Q2 		$5.14M Sell
61,025
-468
-0.8% -$39.9K 0.04% 319
2025
Q1 		$5.31M Buy
61,493
+36
+0.1% +$3.9K 0.05% 278
2024
Q4 		$6.93M Buy
61,457
+8,712
+17% +$1.16M 0.07% 229
2024
Q3 		$6.53M Sell
52,745
-2,800
-5% -$285K 0.06% 230
2024
Q2 		$5.15M Buy
55,545
+3,595
+7% +$278K 0.05% 258
2024
Q1 		$3.64M Buy
51,950
+39,500
+317% +$2.12M 0.04% 309
2023
Q4 		$535K Buy
+12,450
New +$434K 0.01% 756

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

Equitable Holdings's CAVA Position: Q2 2026 in Review

Equitable Holdings reduced its CAVA Group (CAVA) stake by 27% in Q2 2026, selling an estimated $834K and leaving 26,649 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #729.

Equitable Holdings first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.93M in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Equitable Holdings held 26,649 shares of CAVA Group worth $2.09M as of Q2 2026.
  • Equitable Holdings sold 9,952 CAVA Group shares in Q2 2026, an estimated $834K.
  • CAVA Group made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #729 holding.
  • Equitable Holdings first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • Equitable Holdings's CAVA Group position peaked at $6.93M in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.