Cetera Investment Advisers
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Cetera Investment Advisers’s Sweetgreen SG Stock Holding History

Cetera Investment Advisers’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
-50,268
Closed -$748K – 4664
2025
Q2 		$748K Sell
50,268
-20,982
-29% -$346K ﹤0.01% 2646
2025
Q1 		$1.78M Buy
71,250
+6,813
+11% +$188K ﹤0.01% 1829
2024
Q4 		$2.07M Sell
64,437
-11,919
-16% -$444K ﹤0.01% 1629
2024
Q3 		$2.71M Buy
76,356
+21,002
+38% +$638K 0.01% 1393
2024
Q2 		$1.67M Buy
55,354
+21,203
+62% +$581K ﹤0.01% 1707
2024
Q1 		$863K Buy
+34,151
New +$497K ﹤0.01% 2192

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

Cetera Investment Advisers's SG Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 50,268 shares — an estimated $748K sold.

Cetera Investment Advisers first reported a position in SG in Q1 2024 and held it in 6 quarters. The position peaked at $2.71M in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 50,268 Sweetgreen shares in Q3 2025, an estimated $748K.
  • Cetera Investment Advisers first reported a position in Sweetgreen in Q1 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's Sweetgreen position peaked at $2.71M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

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