HighPoint Advisor Group’s CAVA Group CAVA Stock Holding History

HighPoint Advisor Group’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	$200K	Sell	2,550 -1,150	-31%	-$96.4K	0.01%	683
2026 Q1	$299K	Sell	3,700 -10,536	-74%	-$768K	0.01%	531
2025 Q4	$836K	Buy	14,236 +5,401	+61%	+$301K	0.02%	516
2025 Q3	$534K	Sell	8,835 -356	-4%	-$27K	0.03%	374
2025 Q2	$774K	Buy	9,191 +1,782	+24%	+$152K	0.04%	291
2025 Q1	$681K	Buy	7,409 +662	+10%	+$71.8K	0.04%	303
2024 Q4	$883K	Buy	6,747 +228	+3%	+$30.4K	0.05%	260
2024 Q3	$857K	Buy	+6,519	New	+$663K	0.05%	255

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

HighPoint Advisor Group's CAVA Position: Q2 2026 in Review

HighPoint Advisor Group reduced its CAVA Group (CAVA) stake by 31% in Q2 2026, selling an estimated $96.4K and leaving 2,550 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #683.

HighPoint Advisor Group first reported a position in CAVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $883K in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

HighPoint Advisor Group held 2,550 shares of CAVA Group worth $200K as of Q2 2026.
HighPoint Advisor Group sold 1,150 CAVA Group shares in Q2 2026, an estimated $96.4K.
CAVA Group made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #683 holding.
HighPoint Advisor Group first reported a position in CAVA Group in Q3 2024 and has held it in 8 quarters since.
HighPoint Advisor Group's CAVA Group position peaked at $883K in Q4 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.