Cerity Partners
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Cerity Partners’s Sweetgreen SG Stock Holding History

Cerity Partners’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
Q2 		$432K Buy
49,048
+15,821
+48% +$121K ﹤0.01% 2526
2026
Q1 		$172K Buy
33,227
+8,244
+33% +$50.1K ﹤0.01% 2917
2025
Q4 		$169K Buy
24,983
+501
+2% +$3.44K ﹤0.01% 2678
2025
Q3 		$195K Buy
24,482
+2,211
+10% +$24K ﹤0.01% 2510
2025
Q2 		$331K Buy
22,271
+110
+0.5% +$1.81K ﹤0.01% 2097
2025
Q1 		$554K Sell
22,161
-995
-4% -$27.5K ﹤0.01% 1704
2024
Q4 		$745K Sell
23,156
-34,102
-60% -$1.27M ﹤0.01% 1556
2024
Q3 		$2.03M Buy
57,258
+1,997
+4% +$60.6K ﹤0.01% 1082
2024
Q2 		$1.67M Sell
55,261
-131
-0.2% -$3.59K ﹤0.01% 990
2024
Q1 		$1.4M Buy
55,392
+357
+0.6% +$5.2K ﹤0.01% 1125
2023
Q4 		$622K Buy
55,035
+102
+0.2% +$1.07K ﹤0.01% 1185
2023
Q3 		$645K Sell
54,933
-100
-0.2% -$1.39K ﹤0.01% 880
2023
Q2 		$705K Buy
55,033
+43,874
+393% +$406K ﹤0.01% 1048
2023
Q1 		$87.7K Sell
11,159
-1
-0% -$9 ﹤0.01% 1780
2022
Q4 		$96.3K Buy
+11,160
New +$163K ﹤0.01% 1411

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cerity Partners's SG Position: Q2 2026 in Review

Cerity Partners increased its Sweetgreen (SG) stake by 48% in Q2 2026, buying an estimated $121K and bringing the position to 49,048 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Cerity Partners first reported a position in SG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.03M in Q3 2024. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Cerity Partners held 49,048 shares of Sweetgreen worth $432K as of Q2 2026.
  • Cerity Partners bought 15,821 Sweetgreen shares in Q2 2026, an estimated $121K.
  • Sweetgreen made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2526 holding.
  • Cerity Partners first reported a position in Sweetgreen in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Sweetgreen position peaked at $2.03M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.