Clearstead Advisors’s Sweetgreen SG Stock Holding History

Clearstead 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 Q2	$8.9K	Sell	1,010 -1,490	-60%	-$11.4K	﹤0.01%	2017
2026 Q1	$13K	Sell	2,500 -344	-12%	-$2.09K	﹤0.01%	1534
2025 Q4	$19.2K	Buy	+2,844	New	+$19.5K	﹤0.01%	1727
2025 Q3	–	Sell	-49	Closed	-$730	–	3227
2025 Q2	$730	Buy	+49	New	+$808	﹤0.01%	2461
2025 Q1	–	Sell	-267	Closed	-$8.56K	–	2304
2024 Q4	$8.56K	Sell	267 -89	-25%	-$3.31K	﹤0.01%	1613
2024 Q3	$12.6K	Buy	+356	New	+$10.8K	﹤0.01%	1542

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

Clearstead Advisors's SG Position: Q2 2026 in Review

Clearstead Advisors reduced its Sweetgreen (SG) stake by 60% in Q2 2026, selling an estimated $11.4K and leaving 1,010 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Clearstead Advisors first reported a position in SG in Q3 2024 and has held it in 6 quarters since. The position peaked at $19.2K in Q4 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Clearstead Advisors held 1,010 shares of Sweetgreen worth $8.9K as of Q2 2026.
Clearstead Advisors sold 1,490 Sweetgreen shares in Q2 2026, an estimated $11.4K.
Sweetgreen made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2017 holding.
Clearstead Advisors first reported a position in Sweetgreen in Q3 2024 and has held it in 6 quarters since.
Clearstead Advisors's Sweetgreen position peaked at $19.2K in Q4 2025.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.