UBS AM
CAVA icon

UBS AM’s CAVA Group CAVA Stock Holding History

UBS AM’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 		$17.3M Buy
219,999
+3,079
+1% +$258K ﹤0.01% 997
2026
Q1 		$17.5M Buy
216,920
+2,446
+1% +$178K ﹤0.01% 932
2025
Q4 		$12.6M Buy
214,474
+5,311
+3% +$296K ﹤0.01% 1033
2025
Q3 		$12.6M Sell
209,163
-153,293
-42% -$11.6M ﹤0.01% 998
2025
Q2 		$30.5M Buy
362,456
+125,834
+53% +$10.7M 0.01% 883
2025
Q1 		$20.4M Buy
236,622
+34,860
+17% +$3.78M 0.01% 960
2024
Q4 		$22.8M Buy
201,762
+34,217
+20% +$4.56M 0.01% 901
2024
Q3 		$20.8M Sell
167,545
-2,521
-1% -$256K 0.01% 937
2024
Q2 		$15.8M Buy
170,066
+19,583
+13% +$1.51M ﹤0.01% 959
2024
Q1 		$10.5M Buy
150,483
+1,083
+0.7% +$58.1K ﹤0.01% 973
2023
Q4 		$6.42M Buy
+149,400
New +$5.21M ﹤0.01% 1147

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

UBS AM's CAVA Position: Q2 2026 in Review

UBS AM increased its CAVA Group (CAVA) stake by 1.4% in Q2 2026, buying an estimated $258K and bringing the position to 219,999 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #997.

UBS AM first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.5M in Q2 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • UBS AM held 219,999 shares of CAVA Group worth $17.3M as of Q2 2026.
  • UBS AM bought 3,079 CAVA Group shares in Q2 2026, an estimated $258K.
  • CAVA Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #997 holding.
  • UBS AM first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • UBS AM's CAVA Group position peaked at $30.5M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.