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Wealth Preservation Advisors’s CAVA Group CAVA Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,000
Closed -$80.9K – 219
2026
Q1 		$80.9K Hold
1,000
– – 0.07% 123
2025
Q4 		$58.7K Sell
1,000
-100
-9% -$5.58K 0.03% 188
2025
Q3 		$66.5K Buy
+1,100
New +$83.3K 0.04% 165

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

Wealth Preservation Advisors's CAVA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 1,000 shares — an estimated $80.9K sold.

Wealth Preservation Advisors first reported a position in CAVA in Q3 2025 and held it in 3 quarters. The position peaked at $80.9K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,000 CAVA Group shares in Q2 2026, an estimated $80.9K.
  • Wealth Preservation Advisors first reported a position in CAVA Group in Q3 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's CAVA Group position peaked at $80.9K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.