Wealth Enhancement Advisory Services
CAVA icon

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
2023
Q4 		– Sell
-1,000
Closed -$110 – 2354
2023
Q3 		$110 Buy
+1,000
New +$43.6K ﹤0.01% 2254

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 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. 250 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.
  • 250 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.