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Iron Horse Wealth Management’s CAVA Group CAVA Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$7.58K Hold
90
– – ﹤0.01% 325
2025
Q1 		$7.78K Buy
+90
New +$9.76K ﹤0.01% 303

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Iron Horse Wealth Management's CAVA Position: Q2 2025 in Review

Iron Horse Wealth Management held its CAVA Group (CAVA) position steady in Q2 2025 at 90 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Iron Horse Wealth Management first reported a position in CAVA in Q1 2025 and has held it in 2 quarters since. The position peaked at $7.78K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Iron Horse Wealth Management held 90 shares of CAVA Group worth $7.58K as of Q2 2025.
  • Iron Horse Wealth Management left its CAVA Group share count unchanged in Q2 2025.
  • CAVA Group made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #325 holding.
  • Iron Horse Wealth Management first reported a position in CAVA Group in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's CAVA Group position peaked at $7.78K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.