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Cornerstone Planning Group’s Sweetgreen SG Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-2
Closed -$84 – 1826
2025
Q3 		$84 Buy
+2
New +$22 ﹤0.01% 1655
2025
Q1 		– Sell
-1,614
Closed -$48.7K – 1671
2024
Q4 		$48.7K Sell
1,614
-300
-16% -$11.2K 0.01% 188
2024
Q3 		$73.7K Hold
1,914
– – 0.02% 141
2024
Q2 		$47K Hold
1,914
– – 0.01% 208
2024
Q1 		$42.3K Hold
1,914
– – 0.01% 191
2023
Q4 		$21.6K Buy
1,914
+529
+38% +$5.57K 0.01% 310
2023
Q3 		$16.3K Buy
+1,385
New +$19.3K 0.01% 340

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's SG Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 2 shares — an estimated $84 sold.

Cornerstone Planning Group first reported a position in SG in Q3 2023 and held it in 7 quarters. The position peaked at $73.7K in Q3 2024. 236 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Sweetgreen shares in Q4 2025, an estimated $84.
  • Cornerstone Planning Group first reported a position in Sweetgreen in Q3 2023 and held it in 7 quarters.
  • Cornerstone Planning Group's Sweetgreen position peaked at $73.7K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.