Capstone Investment Advisors
SG icon

Capstone Investment Advisors’s Sweetgreen SG Stock Holding History

Capstone 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
Q3 		– Sell
-39,138
Closed -$582K – 2049
2025
Q2 		$582K Buy
+39,138
New +$645K ﹤0.01% 1072
2023
Q4 		– Sell
-22,868
Closed -$269K – 2369
2023
Q3 		$269K Buy
+22,868
New +$318K ﹤0.01% 1665

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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Investment Advisors's SG Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 39,138 shares — an estimated $582K sold.

Capstone Investment Advisors first reported a position in SG in Q3 2023 and held it in 2 quarters. The position peaked at $582K in Q2 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 39,138 Sweetgreen shares in Q3 2025, an estimated $582K.
  • Capstone Investment Advisors first reported a position in Sweetgreen in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Sweetgreen position peaked at $582K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.