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Innovative Asset Advisors Group’s CAVA Group CAVA Stock Holding History

Innovative Asset Advisors 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 		– Sell
-36
Closed -$2.91K – 393
2026
Q1 		$2.91K Buy
+36
New +$2.63K ﹤0.01% 849

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Innovative Asset Advisors Group's CAVA Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 36 shares — an estimated $2.91K sold.

Innovative Asset Advisors Group first reported a position in CAVA in Q1 2026 and held it in 1 quarter. The position peaked at $2.91K in Q1 2026. 508 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 36 CAVA Group shares in Q2 2026, an estimated $2.91K.
  • Innovative Asset Advisors Group first reported a position in CAVA Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's CAVA Group position peaked at $2.91K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.