Portside Wealth Group
CAVA icon

Portside Wealth Group’s CAVA Group CAVA Stock Holding History

Portside Wealth 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
Q3 		– Sell
-3,617
Closed -$284K – 528
2026
Q2 		$284K Sell
3,617
-41
-1% -$3.44K 0.03% 414
2026
Q1 		$296K Sell
3,658
-127
-3% -$9.26K 0.04% 369
2025
Q4 		$222K Sell
3,785
-1,257
-25% -$70.1K 0.03% 425
2025
Q3 		$305K Buy
5,042
+767
+18% +$58.1K 0.04% 373
2025
Q2 		$360K Buy
+4,275
New +$365K 0.05% 304

Other funds holding CAVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AG
Artal Group Luxembourg $687M AUM 17.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Portside Wealth Group's CAVA Position: Q3 2026 in Review

Portside Wealth Group sold out of CAVA Group (CAVA) in Q3 2026, closing a stake of 3,617 shares — an estimated $284K sold.

Portside Wealth Group first reported a position in CAVA in Q2 2025 and held it in 5 quarters. The position peaked at $360K in Q2 2025. 395 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Portside Wealth Group reported no remaining CAVA Group position as of Q3 2026 after selling out during the quarter.
  • Portside Wealth Group sold 3,617 CAVA Group shares in Q3 2026, an estimated $284K.
  • Portside Wealth Group first reported a position in CAVA Group in Q2 2025 and held it in 5 quarters.
  • Portside Wealth Group's CAVA Group position peaked at $360K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.