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Wellington-Altus USA’s CAVA Group CAVA Stock Holding History

Wellington-Altus USA’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 		$113K Buy
+1,400
New +$117K 0.08% 202
2026
Q1 		– Sell
-1,400
Closed -$82.2K – 704
2025
Q4 		$82.2K Buy
+1,400
New +$78.1K 0.06% 232

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

Wellington-Altus USA's CAVA Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in CAVA Group (CAVA) in Q2 2026: 1,400 shares worth $113K. The stake represents 0.08% of the portfolio and ranks #202 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in CAVA as recently as Q4 2025.

Wellington-Altus USA first reported a position in CAVA in Q4 2025 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Wellington-Altus USA held 1,400 shares of CAVA Group worth $113K as of Q2 2026.
  • CAVA Group was a new Wellington-Altus USA position in Q2 2026.
  • CAVA Group made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #202 holding.
  • Wellington-Altus USA first reported a position in CAVA Group in Q4 2025 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.