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HHM Wealth Advisors’s CAVA Group CAVA Stock Holding History

HHM 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 		– Sell
-20
Closed -$1.62K – 907
2026
Q1 		$1.62K Hold
20
– – ﹤0.01% 813
2025
Q4 		$1.17K Hold
20
– – ﹤0.01% 789
2025
Q3 		$1.21K Sell
20
-19
-49% -$1.44K ﹤0.01% 801
2025
Q2 		$3.29K Hold
39
– – ﹤0.01% 721
2025
Q1 		$3.37K Buy
39
+19
+95% +$2.06K ﹤0.01% 706
2024
Q4 		$2.26K Buy
+20
New +$2.67K ﹤0.01% 740

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

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

HHM Wealth Advisors sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 20 shares — an estimated $1.62K sold.

HHM Wealth Advisors first reported a position in CAVA in Q4 2024 and held it in 6 quarters. The position peaked at $3.37K in Q1 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • HHM Wealth Advisors reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 20 CAVA Group shares in Q2 2026, an estimated $1.62K.
  • HHM Wealth Advisors first reported a position in CAVA Group in Q4 2024 and held it in 6 quarters.
  • HHM Wealth Advisors's CAVA Group position peaked at $3.37K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.