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Aventura Private Wealth’s Sweetgreen SG Stock Holding History

Aventura Private Wealth’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
Q2 		– Sell
-13
Closed -$325 – 830
2025
Q1 		$325 Hold
13
– – ﹤0.01% 744
2024
Q4 		$417 Buy
+13
New +$484 ﹤0.01% 700

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aventura Private Wealth's SG Position: Q2 2025 in Review

Aventura Private Wealth sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 13 shares — an estimated $325 sold.

Aventura Private Wealth first reported a position in SG in Q4 2024 and held it in 2 quarters. The position peaked at $417 in Q4 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Aventura Private Wealth reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 13 Sweetgreen shares in Q2 2025, an estimated $325.
  • Aventura Private Wealth first reported a position in Sweetgreen in Q4 2024 and held it in 2 quarters.
  • Aventura Private Wealth's Sweetgreen position peaked at $417 in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.