CAPTRUST Financial Advisors
SG icon

CAPTRUST Financial Advisors’s Sweetgreen SG Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$161K Buy
+30,995
New +$188K ﹤0.01% 2733
2025
Q3 		– Sell
-27,226
Closed -$405K – 2707
2025
Q2 		$405K Buy
27,226
+12,946
+91% +$213K ﹤0.01% 1865
2025
Q1 		$357K Buy
14,280
+7,180
+101% +$198K ﹤0.01% 1845
2024
Q4 		$228K Buy
+7,100
New +$264K ﹤0.01% 2079
2024
Q3 		– Sell
-166,577
Closed -$5.02M – 2349
2024
Q2 		$5.02M Buy
+166,577
New +$4.57M 0.02% 508
2022
Q3 		– Sell
-3,722
Closed -$43K – 3703
2022
Q2 		$43K Buy
3,722
+2,974
+398% +$62.7K ﹤0.01% 2869
2022
Q1 		$24K Buy
+748
New +$21.7K ﹤0.01% 3290

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return