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Newbridge Financial Services Group’s CAVA Group CAVA Stock Holding History

Newbridge Financial Services 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 		$8.63K Hold
110
– – ﹤0.01% 875
2026
Q1 		$8.9K Sell
110
-200
-65% -$14.6K ﹤0.01% 814
2025
Q4 		$18.2K Sell
310
-500
-62% -$27.9K ﹤0.01% 661
2025
Q3 		$48.9K Sell
810
-625
-44% -$47.4K 0.01% 512
2025
Q2 		$121K Buy
1,435
+715
+99% +$61K 0.02% 355
2025
Q1 		$62.2K Sell
720
-40
-5% -$4.34K 0.02% 334
2024
Q4 		$85.7K Buy
+760
New +$101K 0.02% 298
2024
Q3 		– Sell
-2,310
Closed -$214K – 722
2024
Q2 		$214K Sell
2,310
-1,265
-35% -$97.7K 0.08% 175
2024
Q1 		$250K Buy
3,575
+3,275
+1,092% +$176K 0.11% 161
2023
Q4 		$12.9K Hold
300
– – 0.01% 682
2023
Q3 		$9.19K Buy
+300
New +$13.1K ﹤0.01% 837

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

Newbridge Financial Services Group's CAVA Position: Q2 2026 in Review

Newbridge Financial Services Group held its CAVA Group (CAVA) position steady in Q2 2026 at 110 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Newbridge Financial Services Group first reported a position in CAVA in Q3 2023 and has held it in 11 quarters since. The position peaked at $250K in Q1 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Newbridge Financial Services Group held 110 shares of CAVA Group worth $8.63K as of Q2 2026.
  • Newbridge Financial Services Group left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #875 holding.
  • Newbridge Financial Services Group first reported a position in CAVA Group in Q3 2023 and has held it in 11 quarters since.
  • Newbridge Financial Services Group's CAVA Group position peaked at $250K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.