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Root Financial Partners’s CAVA Group CAVA Stock Holding History

Root Financial Partners’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
Q1 		$1.05K Hold
13
– – ﹤0.01% 2599
2025
Q4 		$763 Sell
13
-3
-19% -$167 ﹤0.01% 2154
2025
Q3 		$967 Buy
+16
New +$1.21K ﹤0.01% 2060

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Root Financial Partners's CAVA Position: Q1 2026 in Review

Root Financial Partners held its CAVA Group (CAVA) position steady in Q1 2026 at 13 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Root Financial Partners first reported a position in CAVA in Q3 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Root Financial Partners held 13 shares of CAVA Group worth $1.05K as of Q1 2026.
  • Root Financial Partners left its CAVA Group share count unchanged in Q1 2026.
  • CAVA Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2599 holding.
  • Root Financial Partners first reported a position in CAVA Group in Q3 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.