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Bell Investment Advisors’s Sweetgreen SG Stock Holding History

Bell Investment Advisors’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
-20
Closed -$501 – 1962
2025
Q1 		$501 Buy
+20
New +$552 ﹤0.01% 1748
2023
Q4 		– Sell
-130
Closed -$1.53K – 1986
2023
Q3 		$1.53K Hold
130
– – ﹤0.01% 1401
2023
Q2 		$1.67K Hold
130
– – ﹤0.01% 1386
2023
Q1 		$1.02K Hold
130
– – ﹤0.01% 1566
2022
Q4 		$1.11K Sell
130
-32
-20% -$466 ﹤0.01% 1526
2022
Q3 		$3K Buy
+162
New +$2.76K ﹤0.01% 973

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

Bell Investment Advisors's SG Position: Q2 2025 in Review

Bell Investment Advisors sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 20 shares — an estimated $501 sold.

Bell Investment Advisors first reported a position in SG in Q3 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Bell Investment Advisors reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 20 Sweetgreen shares in Q2 2025, an estimated $501.
  • Bell Investment Advisors first reported a position in Sweetgreen in Q3 2022 and held it in 6 quarters.
  • Bell Investment Advisors's Sweetgreen position peaked at $3K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.