RWB
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RMR Wealth Builders’s CAVA Group CAVA Stock Holding History

RMR Wealth Builders’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
-3,562
Closed -$300K – 287
2025
Q2 		$300K Buy
3,562
+684
+24% +$58.3K 0.03% 230
2025
Q1 		$249K Buy
+2,878
New +$312K 0.03% 229

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

RMR Wealth Builders's CAVA Position: Q3 2025 in Review

RMR Wealth Builders sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 3,562 shares — an estimated $300K sold.

RMR Wealth Builders first reported a position in CAVA in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • RMR Wealth Builders reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 3,562 CAVA Group shares in Q3 2025, an estimated $300K.
  • RMR Wealth Builders first reported a position in CAVA Group in Q1 2025 and held it in 2 quarters.
  • RMR Wealth Builders's CAVA Group position peaked at $300K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.