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Prospect Financial Services’s CAVA Group CAVA Stock Holding History

Prospect Financial Services’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 		$1.35M Sell
17,170
-32
-0.2% -$2.68K 0.68% 31
2026
Q1 		$1.39M Buy
17,202
+3,339
+24% +$243K 0.85% 28
2025
Q4 		$814K Buy
13,863
+2,449
+21% +$137K 0.47% 43
2025
Q3 		$690K Buy
11,414
+6,146
+117% +$466K 0.4% 48
2025
Q2 		$444K Buy
5,268
+2,838
+117% +$242K 0.28% 64
2025
Q1 		$210K Buy
+2,430
New +$263K 0.12% 106

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

Prospect Financial Services's CAVA Position: Q2 2026 in Review

Prospect Financial Services reduced its CAVA Group (CAVA) stake by 0.19% in Q2 2026, selling an estimated $2.68K and leaving 17,170 shares worth $1.35M. The position accounts for 0.68% of the portfolio, ranked #31.

Prospect Financial Services first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Prospect Financial Services held 17,170 shares of CAVA Group worth $1.35M as of Q2 2026.
  • Prospect Financial Services sold 32 CAVA Group shares in Q2 2026, an estimated $2.68K.
  • CAVA Group made up 0.68% of Prospect Financial Services's portfolio in Q2 2026, its #31 holding.
  • Prospect Financial Services first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • Prospect Financial Services's CAVA Group position peaked at $1.39M in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.