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SHP Wealth Management’s CAVA Group CAVA Stock Holding History

SHP 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
2026
Q1 		$162 Buy
+2
New +$146 ﹤0.01% 1744

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SHP Wealth Management's CAVA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in CAVA Group (CAVA) in Q1 2026: 2 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #1744 among its holdings.

517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • SHP Wealth Management held 2 shares of CAVA Group worth $162 as of Q1 2026.
  • CAVA Group was a new SHP Wealth Management position in Q1 2026.
  • CAVA Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1744 holding.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.