Wealthspire Advisors (New York)’s CAVA Group CAVA Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$32.6M	Buy	403,477 +374,000	+1,269%	+$27.3M	0.26%	60
2025 Q4	$1.73M	Sell	29,477 -3,089	-9%	-$172K	0.01%	318
2025 Q3	$1.97M	Sell	32,566 -307	-0.9%	-$23.3K	0.01%	280
2025 Q2	$2.77M	Sell	32,873 -21,540	-40%	-$1.84M	0.02%	233
2025 Q1	$4.7M	Buy	54,413 +585	+1%	+$63.4K	0.03%	165
2024 Q4	$6.07M	Buy	53,828 +19,607	+57%	+$2.61M	0.06%	134
2024 Q3	$4.24M	Sell	34,221 -7,470	-18%	-$759K	0.04%	156
2024 Q2	$3.87M	Sell	41,691 -4,477	-10%	-$346K	0.05%	134
2024 Q1	$3.23M	Sell	46,168 -5,115	-10%	-$274K	0.04%	141
2023 Q4	$2.2M	Buy	+51,283	New	+$1.79M	0.03%	178

Other funds holding CAVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s CAVA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its CAVA Group (CAVA) stake by 1,269% in Q1 2026, buying an estimated $27.3M and bringing the position to 403,477 shares worth $32.6M. The position accounts for 0.26% of the portfolio, ranked #60.

Wealthspire Advisors (New York) first reported a position in CAVA in Q4 2023 and has held it in 10 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Wealthspire Advisors (New York) held 403,477 shares of CAVA Group worth $32.6M as of Q1 2026.
Wealthspire Advisors (New York) bought 374,000 CAVA Group shares in Q1 2026, an estimated $27.3M.
CAVA Group made up 0.26% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #60 holding.
Wealthspire Advisors (New York) first reported a position in CAVA Group in Q4 2023 and has held it in 10 quarters since.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.