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Smallwood Wealth Investment Management’s CAVA Group CAVA Stock Holding History

Smallwood Wealth Investment 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
Q2 		$3.77K Hold
48
– – ﹤0.01% 377
2026
Q1 		$3.88K Hold
48
– – ﹤0.01% 376
2025
Q4 		$2.82K Buy
48
+13
+37% +$725 ﹤0.01% 382
2025
Q3 		$2.11K Buy
35
+9
+35% +$682 ﹤0.01% 391
2025
Q2 		$2.19K Buy
26
+3
+13% +$256 ﹤0.01% 395
2025
Q1 		$1.99K Buy
+23
New +$2.49K ﹤0.01% 388

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

Smallwood Wealth Investment Management's CAVA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its CAVA Group (CAVA) position steady in Q2 2026 at 48 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Smallwood Wealth Investment Management first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.88K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Smallwood Wealth Investment Management held 48 shares of CAVA Group worth $3.77K as of Q2 2026.
  • Smallwood Wealth Investment Management left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #377 holding.
  • Smallwood Wealth Investment Management first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's CAVA Group position peaked at $3.88K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.