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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
Q2 		– Sell
-13
Closed -$1.05K – 866
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 $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

Root Financial Partners's CAVA Position: Q2 2026 in Review

Root Financial Partners sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 13 shares — an estimated $1.05K sold.

Root Financial Partners first reported a position in CAVA in Q3 2025 and held it in 3 quarters. The position peaked at $1.05K in Q1 2026. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Root Financial Partners reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 CAVA Group shares in Q2 2026, an estimated $1.05K.
  • Root Financial Partners first reported a position in CAVA Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CAVA Group position peaked at $1.05K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.