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Prestige Wealth Management Group’s CAVA Group CAVA Stock Holding History

Prestige Wealth Management 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
2025
Q3 		– Sell
-39
Closed -$3.29K – 1004
2025
Q2 		$3.29K Buy
39
+14
+56% +$1.19K ﹤0.01% 645
2025
Q1 		$2.16K Hold
25
– – ﹤0.01% 726
2024
Q4 		$2.82K Hold
25
– – ﹤0.01% 713
2024
Q3 		$3.1K Sell
25
-16
-39% -$1.63K ﹤0.01% 689
2024
Q2 		$3.8K Hold
41
– – ﹤0.01% 601
2024
Q1 		$2.87K Buy
+41
New +$2.2K ﹤0.01% 684

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prestige Wealth Management Group's CAVA Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 39 shares — an estimated $3.29K sold.

Prestige Wealth Management Group first reported a position in CAVA in Q1 2024 and held it in 6 quarters. The position peaked at $3.8K in Q2 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 39 CAVA Group shares in Q3 2025, an estimated $3.29K.
  • Prestige Wealth Management Group first reported a position in CAVA Group in Q1 2024 and held it in 6 quarters.
  • Prestige Wealth Management Group's CAVA Group position peaked at $3.8K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.