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

Private 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
2026
Q2 		$2.75K Hold
35
– – ﹤0.01% 1056
2026
Q1 		$2.83K Hold
35
– – ﹤0.01% 967
2025
Q4 		$2.06K Buy
+35
New +$1.95K ﹤0.01% 1068

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

Private Wealth Management Group's CAVA Position: Q2 2026 in Review

Private Wealth Management Group held its CAVA Group (CAVA) position steady in Q2 2026 at 35 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Private Wealth Management Group first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Private Wealth Management Group held 35 shares of CAVA Group worth $2.75K as of Q2 2026.
  • Private Wealth Management Group left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1056 holding.
  • Private Wealth Management Group first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Private Wealth Management Group's CAVA Group position peaked at $2.83K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.