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Covestor’s Sweetgreen SG Stock Holding History

Covestor’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 		$0 Sell
48
-470
-91% -$3.59K ﹤0.01% 2804
2026
Q1 		$3K Buy
518
+514
+12,850% +$3.13K ﹤0.01% 1920
2025
Q4 		$0 Sell
4
-1
-20% -$7 ﹤0.01% 2688
2025
Q3 		$0 Hold
5
– – ﹤0.01% 2714
2025
Q2 		$0 Hold
5
– – ﹤0.01% 2693
2025
Q1 		$0 Hold
5
– – ﹤0.01% 2674
2024
Q4 		$0 Sell
5
-2
-29% -$75 ﹤0.01% 2682
2024
Q3 		$0 Hold
7
– – ﹤0.01% 2700
2024
Q2 		$0 Hold
7
– – ﹤0.01% 2696
2024
Q1 		$0 Sell
7
-1
-13% -$15 ﹤0.01% 2680
2023
Q4 		$0 Hold
8
– – ﹤0.01% 2654
2023
Q3 		$0 Sell
8
-2
-20% -$28 ﹤0.01% 2646
2023
Q2 		$0 Hold
10
– – ﹤0.01% 2588
2023
Q1 		$0 Hold
10
– – ﹤0.01% 2518
2022
Q4 		$0 Sell
10
-1
-9% -$15 ﹤0.01% 2537
2022
Q3 		$0 Sell
11
-2
-15% -$34 ﹤0.01% 2525
2022
Q2 		$0 Buy
+13
New +$274 ﹤0.01% 2319

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

Covestor's SG Position: Q2 2026 in Review

Covestor reduced its Sweetgreen (SG) stake by 91% in Q2 2026, selling an estimated $3.59K and leaving 48 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Covestor first reported a position in SG in Q2 2022 and has held it in 17 quarters since. The position peaked at $3K in Q1 2026. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Covestor held 48 shares of Sweetgreen worth $0 as of Q2 2026.
  • Covestor sold 470 Sweetgreen shares in Q2 2026, an estimated $3.59K.
  • Sweetgreen made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2804 holding.
  • Covestor first reported a position in Sweetgreen in Q2 2022 and has held it in 17 quarters since.
  • Covestor's Sweetgreen position peaked at $3K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.