Creative Planning
SG icon

Creative Planning’s Sweetgreen SG Stock Holding History

Creative Planning’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
Q1 		$475K Sell
91,460
-4,269
-4% -$26K ﹤0.01% 3069
2025
Q4 		$647K Buy
+95,729
New +$658K ﹤0.01% 2627
2025
Q2 		– Sell
-11,396
Closed -$285K – 3783
2025
Q1 		$285K Sell
11,396
-1,082
-9% -$29.9K ﹤0.01% 2802
2024
Q4 		$400K Buy
12,478
+1,039
+9% +$38.7K ﹤0.01% 2434
2024
Q3 		$406K Buy
11,439
+4,364
+62% +$133K ﹤0.01% 2285
2024
Q2 		$213K Sell
7,075
-2,025
-22% -$55.5K ﹤0.01% 2634
2024
Q1 		$230K Sell
9,100
-7,500
-45% -$109K ﹤0.01% 2466
2023
Q4 		$188K Buy
16,600
+2,100
+14% +$22.1K ﹤0.01% 2457
2023
Q3 		$170K Sell
14,500
-363
-2% -$5.05K ﹤0.01% 2288
2023
Q2 		$191K Hold
14,863
– – ﹤0.01% 2228
2023
Q1 		$117K Sell
14,863
-157
-1% -$1.38K ﹤0.01% 2228
2022
Q4 		$129K Buy
15,020
+157
+1% +$2.29K ﹤0.01% 2114
2022
Q3 		$275K Buy
+14,863
New +$253K ﹤0.01% 1705

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return