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True Wealth Design’s CAVA Group CAVA Stock Holding History

True Wealth Design’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
Q3 		– Sell
-2
Closed -$169 – 2741
2025
Q2 		$169 Sell
2
-12
-86% -$1.02K ﹤0.01% 2119
2025
Q1 		$1.21K Sell
14
-12
-46% -$1.3K ﹤0.01% 1195
2024
Q4 		$2.93K Sell
26
-63
-71% -$8.4K ﹤0.01% 650
2024
Q3 		$11K Buy
+89
New +$9.05K ﹤0.01% 405

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Wealth Design's CAVA Position: Q3 2025 in Review

True Wealth Design sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 2 shares — an estimated $169 sold.

True Wealth Design first reported a position in CAVA in Q3 2024 and held it in 4 quarters. The position peaked at $11K in Q3 2024. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • True Wealth Design reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 2 CAVA Group shares in Q3 2025, an estimated $169.
  • True Wealth Design first reported a position in CAVA Group in Q3 2024 and held it in 4 quarters.
  • True Wealth Design's CAVA Group position peaked at $11K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.