FAIM
CAVA icon

Financial Advocates Investment Management’s CAVA Group CAVA Stock Holding History

Financial Advocates Investment Management’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
-6,209
Closed -$523K – 162
2025
Q2 		$523K Buy
6,209
+1,466
+31% +$125K 0.04% 350
2025
Q1 		$410K Buy
4,743
+476
+11% +$51.6K 0.03% 474
2024
Q4 		$481K Buy
4,267
+1,142
+37% +$152K 0.03% 456
2024
Q3 		$387K Buy
3,125
+349
+13% +$35.5K 0.02% 536
2024
Q2 		$257K Buy
+2,776
New +$214K 0.02% 615

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's CAVA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 6,209 shares — an estimated $523K sold.

Financial Advocates Investment Management first reported a position in CAVA in Q2 2024 and held it in 5 quarters. The position peaked at $523K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,209 CAVA Group shares in Q3 2025, an estimated $523K.
  • Financial Advocates Investment Management first reported a position in CAVA Group in Q2 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's CAVA Group position peaked at $523K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.