Wealth Enhancement Advisory Services’s CAVA Group CAVA Stock Holding History

Wealth Enhancement Advisory Services’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	$1.54M	Buy	21,374 +3,303	+18%	+$277K	﹤0.01%	1752
2026 Q1	$1.44M	Sell	18,071 -4,717	-21%	-$344K	﹤0.01%	1570
2025 Q4	$1.53M	Sell	22,788 -8,386	-27%	-$468K	﹤0.01%	1681
2025 Q3	$1.92M	Sell	31,174 -28,378	-48%	-$2.15M	﹤0.01%	1465
2025 Q2	$5.15M	Buy	59,552 +264	+0.4%	+$22.5K	0.01%	883
2025 Q1	$5.12M	Sell	59,288 -6,884	-10%	-$746K	0.01%	829
2024 Q4	$7.46M	Sell	66,172 -1,266	-2%	-$169K	0.01%	653
2024 Q3	$8.35M	Sell	67,438 -5,349	-7%	-$544K	0.02%	571
2024 Q2	$6.75M	Buy	72,787 +41,154	+130%	+$3.18M	0.02%	601
2024 Q1	$2.22M	Sell	31,633 -7,666	-20%	-$411K	0.01%	903
2023 Q4	$1.69M	Buy	39,299 +29,932	+320%	+$1.04M	﹤0.01%	956
2023 Q3	$287K	Buy	+9,367	New	+$409K	﹤0.01%	1770

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's CAVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CAVA Group (CAVA) stake by 18% in Q2 2026, buying an estimated $277K and bringing the position to 21,374 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Wealth Enhancement Advisory Services first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.35M in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Wealth Enhancement Advisory Services held 21,374 shares of CAVA Group worth $1.54M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,303 CAVA Group shares in Q2 2026, an estimated $277K.
CAVA Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1752 holding.
Wealth Enhancement Advisory Services first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's CAVA Group position peaked at $8.35M in Q3 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.