Advisory Services Network’s Sweetgreen SG Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-25	Closed	-$130	–	4215
2026 Q1	$130	Buy	+25	New	+$152	﹤0.01%	4643
2024 Q1	–	Sell	-1,150	Closed	-$13K	–	3289
2023 Q4	$13K	Buy	+1,150	New	+$12.1K	﹤0.01%	2741
2023 Q1	–	Sell	-65	Closed	-$572	–	4122
2022 Q4	$557	Buy	+65	New	+$948	﹤0.01%	3721

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Advisory Services Network's SG Position: Q2 2026 in Review

Advisory Services Network sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 25 shares — an estimated $130 sold.

Advisory Services Network first reported a position in SG in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q4 2023. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Advisory Services Network reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 25 Sweetgreen shares in Q2 2026, an estimated $130.
Advisory Services Network first reported a position in Sweetgreen in Q4 2022 and held it in 3 quarters.
Advisory Services Network's Sweetgreen position peaked at $13K in Q4 2023.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.