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EverSource Wealth Advisors’s CAVA Group CAVA Stock Holding History

EverSource 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
2026
Q2 		$56.7K Sell
723
-317
-30% -$26.6K ﹤0.01% 1701
2026
Q1 		$84.1K Buy
1,040
+393
+61% +$28.7K ﹤0.01% 1543
2025
Q4 		$38K Buy
647
+347
+116% +$19.4K ﹤0.01% 1943
2025
Q3 		$18.1K Buy
300
+238
+384% +$18K ﹤0.01% 2436
2025
Q2 		$5.22K Buy
62
+55
+786% +$4.69K ﹤0.01% 3144
2025
Q1 		$604 Sell
7
-552
-99% -$59.8K ﹤0.01% 3399
2024
Q4 		$63.1K Buy
+559
New +$74.5K ﹤0.01% 1086

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

EverSource Wealth Advisors's CAVA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CAVA Group (CAVA) stake by 30% in Q2 2026, selling an estimated $26.6K and leaving 723 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

EverSource Wealth Advisors first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.1K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • EverSource Wealth Advisors held 723 shares of CAVA Group worth $56.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 317 CAVA Group shares in Q2 2026, an estimated $26.6K.
  • CAVA Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1701 holding.
  • EverSource Wealth Advisors first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's CAVA Group position peaked at $84.1K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.