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Spire Wealth Management’s CAVA Group CAVA Stock Holding History

Spire 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
Q2 		$305K Sell
3,887
-360
-8% -$30.2K 0.01% 664
2026
Q1 		$344K Sell
4,247
-78
-2% -$5.69K 0.01% 628
2025
Q4 		$254K Sell
4,325
-2,352
-35% -$131K 0.01% 730
2025
Q3 		$403K Sell
6,677
-2,564
-28% -$194K 0.01% 590
2025
Q2 		$778K Sell
9,241
-787
-8% -$67.1K 0.03% 411
2025
Q1 		$867K Buy
10,028
+706
+8% +$76.5K 0.03% 433
2024
Q4 		$1.05M Buy
+9,322
New +$1.24M 0.03% 382

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

Spire Wealth Management's CAVA Position: Q2 2026 in Review

Spire Wealth Management reduced its CAVA Group (CAVA) stake by 8.5% in Q2 2026, selling an estimated $30.2K and leaving 3,887 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #664.

Spire Wealth Management first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Spire Wealth Management held 3,887 shares of CAVA Group worth $305K as of Q2 2026.
  • Spire Wealth Management sold 360 CAVA Group shares in Q2 2026, an estimated $30.2K.
  • CAVA Group made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #664 holding.
  • Spire Wealth Management first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's CAVA Group position peaked at $1.05M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.