NewEdge Wealth’s CAVA Group CAVA Stock Holding History

NewEdge Wealth’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	$502K	Buy	6,391 +793	+14%	+$66.5K	0.01%	856
2026 Q1	$453K	Buy	5,598 +1,651	+42%	+$120K	0.01%	841
2025 Q4	$232K	Buy	+3,947	New	+$220K	﹤0.01%	1114

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Wealth's CAVA Position: Q2 2026 in Review

NewEdge Wealth increased its CAVA Group (CAVA) stake by 14% in Q2 2026, buying an estimated $66.5K and bringing the position to 6,391 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #856.

NewEdge Wealth first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

NewEdge Wealth held 6,391 shares of CAVA Group worth $502K as of Q2 2026.
NewEdge Wealth bought 793 CAVA Group shares in Q2 2026, an estimated $66.5K.
CAVA Group made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #856 holding.
NewEdge Wealth first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.