Commonwealth Equity Services
SG icon

Commonwealth Equity Services’s Sweetgreen SG Stock Holding History

Commonwealth Equity Services’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 		– Sell
-23,461
Closed -$122K – 4552
2026
Q1 		$122K Buy
23,461
+2,462
+12% +$15K ﹤0.01% 4104
2025
Q4 		$142K Buy
+20,999
New +$144K ﹤0.01% 4060
2025
Q2 		– Sell
-11,520
Closed -$288K – 4342
2025
Q1 		$288K Sell
11,520
-585
-5% -$16.1K ﹤0.01% 3532
2024
Q4 		$388K Buy
12,105
+5,783
+91% +$215K ﹤0.01% 3180
2024
Q3 		$224K Sell
6,322
-2,940
-32% -$89.3K ﹤0.01% 3596
2024
Q2 		$279K Buy
+9,262
New +$254K ﹤0.01% 3357

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

Commonwealth Equity Services's SG Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 23,461 shares — an estimated $122K sold.

Commonwealth Equity Services first reported a position in SG in Q2 2024 and held it in 6 quarters. The position peaked at $388K in Q4 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 23,461 Sweetgreen shares in Q2 2026, an estimated $122K.
  • Commonwealth Equity Services first reported a position in Sweetgreen in Q2 2024 and held it in 6 quarters.
  • Commonwealth Equity Services's Sweetgreen position peaked at $388K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.