AIM
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Anchor Investment Management’s Sweetgreen SG Stock Holding History

Anchor Investment Management’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 		$2.64K Hold
300
– – ﹤0.01% 1072
2026
Q1 		$1.56K Hold
300
– – ﹤0.01% 1002
2025
Q4 		$2.03K Hold
300
– – ﹤0.01% 971
2025
Q3 		$2.39K Buy
+300
New +$3.26K ﹤0.01% 970

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Anchor Investment Management's SG Position: Q2 2026 in Review

Anchor Investment Management held its Sweetgreen (SG) position steady in Q2 2026 at 300 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Anchor Investment Management first reported a position in SG in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Anchor Investment Management held 300 shares of Sweetgreen worth $2.64K as of Q2 2026.
  • Anchor Investment Management left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1072 holding.
  • Anchor Investment Management first reported a position in Sweetgreen in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.