AF
SG icon

Allworth Financial’s Sweetgreen SG Stock Holding History

Allworth Financial’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
Q1 		$3.23K Sell
622
-81
-12% -$492 ﹤0.01% 4176
2025
Q4 		$4.75K Buy
703
+491
+232% +$3.38K ﹤0.01% 3742
2025
Q3 		$1.69K Sell
212
-1,421
-87% -$15.4K ﹤0.01% 4078
2025
Q2 		$24.3K Buy
1,633
+1,438
+737% +$23.7K ﹤0.01% 2403
2025
Q1 		$3.72K Buy
195
+23
+13% +$635 ﹤0.01% 2921
2024
Q4 		$5.02K Buy
172
+167
+3,340% +$6.22K ﹤0.01% 2762
2024
Q3 		$178 Sell
5
-1
-17% -$30 ﹤0.01% 3620
2024
Q2 		$146 Buy
+6
New +$165 ﹤0.01% 3583

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return