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Oracle Investment Management’s CAVA Group CAVA Stock Holding History

Oracle Investment 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
Q4 		$1M Hold
17,100
– – 0.6% 13
2025
Q3 		$1.03M Sell
17,100
-1,500
-8% -$114K 0.65% 15
2025
Q2 		$1.57M Hold
18,600
– – 1.07% 13
2025
Q1 		$1.61M Hold
18,600
– – 0.81% 14
2024
Q4 		$2.1M Hold
18,600
– – 1.14% 14
2024
Q3 		$2.3M Hold
18,600
– – 1.38% 15
2024
Q2 		$1.73M Buy
18,600
+1,000
+6% +$77.2K 1.61% 15
2024
Q1 		$1.23M Buy
+17,600
New +$943K 0.82% 17

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Oracle Investment Management's CAVA Position: Q4 2025 in Review

Oracle Investment Management held its CAVA Group (CAVA) position steady in Q4 2025 at 17,100 shares worth $1M. The position accounts for 0.6% of the portfolio, ranked #13.

Oracle Investment Management first reported a position in CAVA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Oracle Investment Management held 17,100 shares of CAVA Group worth $1M as of Q4 2025.
  • Oracle Investment Management left its CAVA Group share count unchanged in Q4 2025.
  • CAVA Group made up 0.6% of Oracle Investment Management's portfolio in Q4 2025, its #13 holding.
  • Oracle Investment Management first reported a position in CAVA Group in Q1 2024 and has held it in 8 quarters since.
  • Oracle Investment Management's CAVA Group position peaked at $2.3M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Oracle Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.