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Integrated Wealth Concepts’s CAVA Group CAVA Stock Holding History

Integrated Wealth Concepts’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 		$1.26M Buy
16,097
+7,005
+77% +$587K 0.01% 1199
2026
Q1 		$736K Buy
+9,092
New +$663K 0.01% 1290
2025
Q4 		– Sell
-7,488
Closed -$452K – 1677
2025
Q3 		$452K Buy
7,488
+536
+8% +$40.6K ﹤0.01% 1406
2025
Q2 		$586K Sell
6,952
-2,187
-24% -$187K 0.01% 1177
2025
Q1 		$790K Buy
9,139
+2,461
+37% +$267K 0.01% 930
2024
Q4 		$753K Buy
6,678
+288
+5% +$38.4K 0.01% 947
2024
Q3 		$791K Buy
6,390
+585
+10% +$59.5K 0.01% 894
2024
Q2 		$538K Buy
+5,805
New +$448K 0.01% 1014

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

Integrated Wealth Concepts's CAVA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CAVA Group (CAVA) stake by 77% in Q2 2026, buying an estimated $587K and bringing the position to 16,097 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1199.

Integrated Wealth Concepts first reported a position in CAVA in Q2 2024 and has held it in 8 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Integrated Wealth Concepts held 16,097 shares of CAVA Group worth $1.26M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,005 CAVA Group shares in Q2 2026, an estimated $587K.
  • CAVA Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1199 holding.
  • Integrated Wealth Concepts first reported a position in CAVA Group in Q2 2024 and has held it in 8 quarters since.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.