CSPIA
SG icon

Cary Street Partners Investment Advisory’s Sweetgreen SG Stock Holding History

Cary Street Partners Investment Advisory’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
-39
Closed -$975 – 609
2025
Q1 		$975 Buy
39
+28
+255% +$773 ﹤0.01% 557
2024
Q4 		$353 Sell
11
-38,450
-100% -$1.43M ﹤0.01% 506
2024
Q3 		$1.36M Buy
38,461
+4,261
+12% +$129K 0.05% 323
2024
Q2 		$1.03M Buy
34,200
+4,000
+13% +$110K 0.04% 338
2024
Q1 		$763K Buy
+30,200
New +$440K 0.03% 377

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Cary Street Partners Investment Advisory's SG Position: Q2 2025 in Review

Cary Street Partners Investment Advisory sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 39 shares — an estimated $975 sold.

Cary Street Partners Investment Advisory first reported a position in SG in Q1 2024 and held it in 5 quarters. The position peaked at $1.36M in Q3 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Cary Street Partners Investment Advisory reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 39 Sweetgreen shares in Q2 2025, an estimated $975.
  • Cary Street Partners Investment Advisory first reported a position in Sweetgreen in Q1 2024 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Sweetgreen position peaked at $1.36M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.