Rialto Wealth Management’s CAVA Group CAVA Stock Holding History

Rialto Wealth 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	–	Sell	-8	Closed	-$484	–	1710
2025 Q3	$484	Buy	+8	New	+$606	﹤0.01%	1255

Other funds holding CAVA

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rialto Wealth Management's CAVA Position: Q4 2025 in Review

Rialto Wealth Management sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 8 shares — an estimated $484 sold.

Rialto Wealth Management first reported a position in CAVA in Q3 2025 and held it in 1 quarter. The position peaked at $484 in Q3 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

Rialto Wealth Management reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
Rialto Wealth Management sold 8 CAVA Group shares in Q4 2025, an estimated $484.
Rialto Wealth Management first reported a position in CAVA Group in Q3 2025 and held it in 1 quarter.
Rialto Wealth Management's CAVA Group position peaked at $484 in Q3 2025.
483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.