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Legacy Wealth Asset Management’s CAVA Group CAVA Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$345K Sell
4,398
-77
-2% -$6.46K 0.08% 305
2026
Q1 		$362K Buy
+4,475
New +$326K 0.09% 300
2025
Q4 		– Sell
-4,181
Closed -$253K – 367
2025
Q3 		$253K Buy
4,181
+643
+18% +$48.7K 0.06% 330
2025
Q2 		$298K Buy
+3,538
New +$302K 0.08% 317

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

Legacy Wealth Asset Management's CAVA Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its CAVA Group (CAVA) stake by 1.7% in Q2 2026, selling an estimated $6.46K and leaving 4,398 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #305.

Legacy Wealth Asset Management first reported a position in CAVA in Q2 2025 and has held it in 4 quarters since. The position peaked at $362K in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Legacy Wealth Asset Management held 4,398 shares of CAVA Group worth $345K as of Q2 2026.
  • Legacy Wealth Asset Management sold 77 CAVA Group shares in Q2 2026, an estimated $6.46K.
  • CAVA Group made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #305 holding.
  • Legacy Wealth Asset Management first reported a position in CAVA Group in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's CAVA Group position peaked at $362K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.