Clear Harbor Asset Management’s Sweetgreen SG Stock Holding History

Clear Harbor Asset Management’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	$758K	Sell	86,040 -4,495	-5%	-$34.3K	0.05%	255
2026 Q1	$470K	Sell	90,535 -8,985	-9%	-$54.6K	0.03%	312
2025 Q4	$673K	Buy	99,520 +37,770	+61%	+$260K	0.05%	262
2025 Q3	$493K	Sell	61,750 -50	-0.1%	-$544	0.03%	289
2025 Q2	$920K	Buy	61,800 +51,800	+518%	+$854K	0.07%	195
2025 Q1	$250K	Hold	10,000	–	–	0.02%	343
2024 Q4	$321K	Hold	10,000	–	–	0.03%	308
2024 Q3	$355K	Hold	10,000	–	–	0.03%	274
2024 Q2	$301K	Hold	10,000	–	–	0.03%	288
2024 Q1	$253K	Hold	10,000	–	–	0.02%	312
2023 Q4	$113K	Buy	+10,000	New	+$105K	0.01%	348

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Clear Harbor Asset Management's SG Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Sweetgreen (SG) stake by 5% in Q2 2026, selling an estimated $34.3K and leaving 86,040 shares worth $758K. The position accounts for 0.05% of the portfolio, ranked #255.

Clear Harbor Asset Management first reported a position in SG in Q4 2023 and has held it in 11 quarters since. The position peaked at $920K in Q2 2025. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Clear Harbor Asset Management held 86,040 shares of Sweetgreen worth $758K as of Q2 2026.
Clear Harbor Asset Management sold 4,495 Sweetgreen shares in Q2 2026, an estimated $34.3K.
Sweetgreen made up 0.05% of Clear Harbor Asset Management's portfolio in Q2 2026, its #255 holding.
Clear Harbor Asset Management first reported a position in Sweetgreen in Q4 2023 and has held it in 11 quarters since.
Clear Harbor Asset Management's Sweetgreen position peaked at $920K in Q2 2025.
237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.