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UHLMANN PRICE SECURITIES’s CAVA Group CAVA Stock Holding History

UHLMANN PRICE SECURITIES’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 		$1.23M Buy
15,631
+195
+1% +$16.4K 0.05% 65
2026
Q1 		$1.25M Buy
15,436
+312
+2% +$22.8K 0.08% 55
2025
Q4 		$888K Buy
15,124
+1,376
+10% +$76.7K 0.53% 45
2025
Q3 		$831K Buy
13,748
+886
+7% +$67.1K 0.51% 44
2025
Q2 		$1.08M Buy
+12,862
New +$1.1M 0.77% 29

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

UHLMANN PRICE SECURITIES's CAVA Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its CAVA Group (CAVA) stake by 1.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 15,631 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #65.

UHLMANN PRICE SECURITIES first reported a position in CAVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 15,631 shares of CAVA Group worth $1.23M as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 195 CAVA Group shares in Q2 2026, an estimated $16.4K.
  • CAVA Group made up 0.05% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #65 holding.
  • UHLMANN PRICE SECURITIES first reported a position in CAVA Group in Q2 2025 and has held it in 5 quarters since.
  • UHLMANN PRICE SECURITIES's CAVA Group position peaked at $1.25M in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.