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Fortis Group Advisors’s CAVA Group CAVA Stock Holding History

Fortis Group 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 		$746K Buy
9,501
+133
+1% +$11.2K 0.12% 163
2026
Q1 		$875K Buy
+9,368
New +$683K 0.14% 151

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

Fortis Group Advisors's CAVA Position: Q2 2026 in Review

Fortis Group Advisors increased its CAVA Group (CAVA) stake by 1.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,501 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #163.

Fortis Group Advisors first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $875K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Fortis Group Advisors held 9,501 shares of CAVA Group worth $746K as of Q2 2026.
  • Fortis Group Advisors bought 133 CAVA Group shares in Q2 2026, an estimated $11.2K.
  • CAVA Group made up 0.12% of Fortis Group Advisors's portfolio in Q2 2026, its #163 holding.
  • Fortis Group Advisors first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • Fortis Group Advisors's CAVA Group position peaked at $875K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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