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Gladstone Institutional Advisory’s CAVA Group CAVA Stock Holding History

Gladstone Institutional Advisory’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
-30,347
Closed -$2.56M – 789
2025
Q2 		$2.56M Buy
30,347
+3,252
+12% +$277K 0.11% 204
2025
Q1 		$2.34M Buy
27,095
+21,545
+388% +$2.34M 0.11% 202
2024
Q4 		$626K Sell
5,550
-506
-8% -$67.5K 0.03% 410
2024
Q3 		$750K Buy
6,056
+3,861
+176% +$392K 0.04% 363
2024
Q2 		$204K Sell
2,195
-1,480
-40% -$114K 0.01% 624
2024
Q1 		$257K Buy
+3,675
New +$197K 0.01% 563

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's CAVA Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 30,347 shares — an estimated $2.56M sold.

Gladstone Institutional Advisory first reported a position in CAVA in Q1 2024 and held it in 6 quarters. The position peaked at $2.56M in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 30,347 CAVA Group shares in Q3 2025, an estimated $2.56M.
  • Gladstone Institutional Advisory first reported a position in CAVA Group in Q1 2024 and held it in 6 quarters.
  • Gladstone Institutional Advisory's CAVA Group position peaked at $2.56M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.