Financial Engines Advisors
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Financial Engines Advisors’s CAVA Group CAVA Stock Holding History

Financial Engines 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
Q2 		– Sell
-23,934
Closed -$2.07M – 522
2025
Q1 		$2.07M Buy
23,934
+797
+3% +$86.4K ﹤0.01% 187
2024
Q4 		$2.61M Buy
23,137
+601
+3% +$80.1K 0.01% 181
2024
Q3 		$2.79M Buy
+22,536
New +$2.29M 0.01% 160

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Engines Advisors's CAVA Position: Q2 2025 in Review

Financial Engines Advisors sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 23,934 shares — an estimated $2.07M sold.

Financial Engines Advisors first reported a position in CAVA in Q3 2024 and held it in 3 quarters. The position peaked at $2.79M in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Financial Engines Advisors reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 23,934 CAVA Group shares in Q2 2025, an estimated $2.07M.
  • Financial Engines Advisors first reported a position in CAVA Group in Q3 2024 and held it in 3 quarters.
  • Financial Engines Advisors's CAVA Group position peaked at $2.79M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.