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Strategic Investment Solutions’s CAVA Group CAVA Stock Holding History

Strategic Investment Solutions’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 		$47.1K Hold
600
– – 0.01% 267
2026
Q1 		$48.5K Hold
600
– – 0.01% 263
2025
Q4 		$35.2K Hold
600
– – 0.01% 270
2025
Q3 		$36.2K Buy
+600
New +$45.5K 0.01% 248
2025
Q2 		– Sell
-26
Closed -$2.22K – 208
2025
Q1 		$2.25K Hold
26
– – ﹤0.01% 507
2024
Q4 		$2.93K Hold
26
– – ﹤0.01% 505
2024
Q3 		$3.22K Buy
+26
New +$2.64K ﹤0.01% 471

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

Strategic Investment Solutions's CAVA Position: Q2 2026 in Review

Strategic Investment Solutions held its CAVA Group (CAVA) position steady in Q2 2026 at 600 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #267.

Strategic Investment Solutions first reported a position in CAVA in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.5K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Strategic Investment Solutions held 600 shares of CAVA Group worth $47.1K as of Q2 2026.
  • Strategic Investment Solutions left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #267 holding.
  • Strategic Investment Solutions first reported a position in CAVA Group in Q3 2024 and has held it in 7 quarters since.
  • Strategic Investment Solutions's CAVA Group position peaked at $48.5K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.