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Brinker Capital Investments’s Sweetgreen SG Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-22,821
Closed -$182K – 2185
2025
Q3 		$182K Buy
+22,821
New +$248K ﹤0.01% 1983

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brinker Capital Investments's SG Position: Q4 2025 in Review

Brinker Capital Investments sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 22,821 shares — an estimated $182K sold.

Brinker Capital Investments first reported a position in SG in Q3 2025 and held it in 1 quarter. The position peaked at $182K in Q3 2025. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Brinker Capital Investments reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 22,821 Sweetgreen shares in Q4 2025, an estimated $182K.
  • Brinker Capital Investments first reported a position in Sweetgreen in Q3 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Sweetgreen position peaked at $182K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.