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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CAVA Group CAVA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-30
Closed -$2.53K – 544
2025
Q2 		$2.53K Buy
30
+15
+100% +$1.28K ﹤0.01% 423
2025
Q1 		$1.3K Buy
+15
New +$1.63K ﹤0.01% 432
2024
Q3 		– Sell
-12
Closed -$1.11K – 383
2024
Q2 		$1.11K Buy
+12
New +$926 ﹤0.01% 328

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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CAVA Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 30 shares — an estimated $2.53K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CAVA in Q2 2024 and held it in 3 quarters. The position peaked at $2.53K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 30 CAVA Group shares in Q3 2025, an estimated $2.53K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CAVA Group in Q2 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CAVA Group position peaked at $2.53K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.