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Strategic Wealth Partners’s CAVA Group CAVA Stock Holding History

Strategic Wealth Partners’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 		$61.2K Hold
780
– – ﹤0.01% 489
2026
Q1 		$63.1K Buy
+780
New +$56.9K ﹤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 Wealth Partners's CAVA Position: Q2 2026 in Review

Strategic Wealth Partners held its CAVA Group (CAVA) position steady in Q2 2026 at 780 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Strategic Wealth Partners first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $63.1K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Strategic Wealth Partners held 780 shares of CAVA Group worth $61.2K as of Q2 2026.
  • Strategic Wealth Partners left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #489 holding.
  • Strategic Wealth Partners first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • Strategic Wealth Partners's CAVA Group position peaked at $63.1K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.