Heritage Wealth Advisors’s CAVA Group CAVA Stock Holding History

Heritage Wealth 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	$3.14K	Hold	40	–	–	﹤0.01%	607
2026 Q1	$3.24K	Hold	40	–	–	﹤0.01%	591
2025 Q4	$2.35K	Hold	40	–	–	﹤0.01%	539
2025 Q3	$2.42K	Hold	40	–	–	﹤0.01%	517
2025 Q2	$3.37K	Hold	40	–	–	﹤0.01%	484
2025 Q1	$3.46K	Hold	40	–	–	﹤0.01%	478
2024 Q4	$4.51K	Hold	40	–	–	﹤0.01%	503
2024 Q3	$4.95K	Hold	40	–	–	﹤0.01%	481
2024 Q2	$3.71K	Hold	40	–	–	﹤0.01%	461
2024 Q1	$2.8K	Hold	40	–	–	﹤0.01%	490
2023 Q4	$1.72K	Hold	40	–	–	﹤0.01%	507
2023 Q3	$1.23K	Buy	+40	New	+$1.75K	﹤0.01%	473

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's CAVA Position: Q2 2026 in Review

Heritage Wealth Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 40 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Heritage Wealth Advisors first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.95K in Q3 2024. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Heritage Wealth Advisors held 40 shares of CAVA Group worth $3.14K as of Q2 2026.
Heritage Wealth Advisors left its CAVA Group share count unchanged in Q2 2026.
CAVA Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #607 holding.
Heritage Wealth Advisors first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
Heritage Wealth Advisors's CAVA Group position peaked at $4.95K in Q3 2024.
539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.