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 Q2	$30.1M	Sell	383,523 -19,954	-5%	-$1.67M	0.17%	93
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CAVA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its CAVA Group (CAVA) stake by 4.9% in Q2 2026, selling an estimated $1.67M and leaving 383,523 shares worth $30.1M. The position accounts for 0.17% of the portfolio, ranked #93.

Wealthspire Advisors (New York) first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.6M in Q1 2026. 543 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Wealthspire Advisors (New York) held 383,523 shares of CAVA Group worth $30.1M as of Q2 2026.
Wealthspire Advisors (New York) sold 19,954 CAVA Group shares in Q2 2026, an estimated $1.67M.
CAVA Group made up 0.17% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #93 holding.
Wealthspire Advisors (New York) first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s CAVA Group position peaked at $32.6M in Q1 2026.
543 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.