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Forum Financial Management’s CAVA Group CAVA Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,035
Closed -$230K – 873
2024
Q4 		$230K Buy
+2,035
New +$271K ﹤0.01% 775

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Forum Financial Management's CAVA Position: Q1 2025 in Review

Forum Financial Management sold out of CAVA Group (CAVA) in Q1 2025, closing a stake of 2,035 shares — an estimated $230K sold.

Forum Financial Management first reported a position in CAVA in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 518 funds tracked by Wall St. Rank hold CAVA as of Q1 2025.

  • Forum Financial Management reported no remaining CAVA Group position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,035 CAVA Group shares in Q1 2025, an estimated $230K.
  • Forum Financial Management first reported a position in CAVA Group in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's CAVA Group position peaked at $230K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held CAVA Group as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.