AdvisorShares Investments’s Sweetgreen SG Stock Holding History

AdvisorShares Investments’s Portfolio SG Stock Details SG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,382	Closed	-$35.4K	–	349
2025 Q2	$35.4K	Hold	2,382	–	–	0.01%	277
2025 Q1	$60.7K	Sell	2,382 -1,500	-39%	-$41.4K	0.01%	261
2024 Q4	$124K	Sell	3,882 -338	-8%	-$12.6K	0.02%	242
2024 Q3	$150K	Buy	+4,220	New	+$128K	0.03%	238
2023 Q2	–	Sell	-2,120	Closed	-$16.6K	–	323
2023 Q1	$16.6K	Hold	2,120	–	–	0.01%	255
2022 Q4	$18.2K	Sell	2,120 -516	-20%	-$7.52K	0.01%	275
2022 Q3	$49K	Hold	2,636	–	–	0.01%	265
2022 Q2	$31K	Sell	2,636 -1,812	-41%	-$38.2K	0.01%	186
2022 Q1	$142K	Buy	4,448 +3,000	+207%	+$87.1K	0.02%	181
2021 Q4	$46K	Buy	+1,448	New	+$49K	0.01%	185

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AdvisorShares Investments's SG Position: Q3 2025 in Review

AdvisorShares Investments sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 2,382 shares — an estimated $35.4K sold.

AdvisorShares Investments first reported a position in SG in Q4 2021 and held it in 10 quarters. The position peaked at $150K in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

AdvisorShares Investments reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
AdvisorShares Investments sold 2,382 Sweetgreen shares in Q3 2025, an estimated $35.4K.
AdvisorShares Investments first reported a position in Sweetgreen in Q4 2021 and held it in 10 quarters.
AdvisorShares Investments's Sweetgreen position peaked at $150K in Q3 2024.
238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on AdvisorShares Investments's 13F filing for Q3 2025, filed 5 Nov 2025.