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SOA Wealth Advisors’s CAVA Group CAVA Stock Holding History

SOA Wealth Advisors’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 		$3.14K Sell
40
-10
-20% -$838 ﹤0.01% 738
2026
Q1 		$4.04K Sell
50
-50
-50% -$3.65K ﹤0.01% 666
2025
Q4 		$5.87K Buy
100
+50
+100% +$2.79K ﹤0.01% 653
2025
Q3 		$3.02K Sell
50
-480
-91% -$36.4K ﹤0.01% 702
2025
Q2 		$44.6K Buy
530
+80
+18% +$6.82K 0.01% 381
2025
Q1 		$38.9K Sell
450
-120
-21% -$13K 0.01% 380
2024
Q4 		$64.3K Buy
570
+205
+56% +$27.3K 0.01% 302
2024
Q3 		$45.2K Sell
365
-135
-27% -$13.7K 0.01% 335
2024
Q2 		$46.4K Buy
+500
New +$38.6K 0.01% 318

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

SOA Wealth Advisors's CAVA Position: Q2 2026 in Review

SOA Wealth Advisors reduced its CAVA Group (CAVA) stake by 20% in Q2 2026, selling an estimated $838 and leaving 40 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

SOA Wealth Advisors first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.3K in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • SOA Wealth Advisors held 40 shares of CAVA Group worth $3.14K as of Q2 2026.
  • SOA Wealth Advisors sold 10 CAVA Group shares in Q2 2026, an estimated $838.
  • CAVA Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #738 holding.
  • SOA Wealth Advisors first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • SOA Wealth Advisors's CAVA Group position peaked at $64.3K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.