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Tradition Wealth Management’s CAVA Group CAVA Stock Holding History

Tradition 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
2025
Q2 		– Sell
-2,700
Closed -$233K – 465
2025
Q1 		$233K Buy
2,700
+415
+18% +$45K 0.02% 387
2024
Q4 		$258K Buy
2,285
+270
+13% +$36K 0.02% 351
2024
Q3 		$250K Buy
+2,015
New +$205K 0.02% 358

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tradition Wealth Management's CAVA Position: Q2 2025 in Review

Tradition Wealth Management sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 2,700 shares — an estimated $233K sold.

Tradition Wealth Management first reported a position in CAVA in Q3 2024 and held it in 3 quarters. The position peaked at $258K in Q4 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Tradition Wealth Management reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 2,700 CAVA Group shares in Q2 2025, an estimated $233K.
  • Tradition Wealth Management first reported a position in CAVA Group in Q3 2024 and held it in 3 quarters.
  • Tradition Wealth Management's CAVA Group position peaked at $258K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.