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Summit Financial Wealth Advisors’s CAVA Group CAVA Stock Holding History

Summit Financial 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
2025
Q4 		– Sell
-6,625
Closed -$409K – 197
2025
Q3 		$409K Buy
6,625
+2,400
+57% +$182K 0.06% 118
2025
Q2 		$356K Buy
+4,225
New +$360K 0.06% 116

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Financial Wealth Advisors's CAVA Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 6,625 shares — an estimated $409K sold.

Summit Financial Wealth Advisors first reported a position in CAVA in Q2 2025 and held it in 2 quarters. The position peaked at $409K in Q3 2025. 483 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Summit Financial Wealth Advisors reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 6,625 CAVA Group shares in Q4 2025, an estimated $409K.
  • Summit Financial Wealth Advisors first reported a position in CAVA Group in Q2 2025 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's CAVA Group position peaked at $409K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.