Cresset Asset Management’s Sweetgreen SG Stock Holding History

Cresset Asset Management’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	$3.14M	Buy	356,837 +68,011	+24%	+$519K	0.01%	533
2026 Q1	$1.5M	Buy	288,826 +110	+0%	+$669	0.01%	640
2025 Q4	$1.95M	Buy	288,716 +100	+0%	+$687	0.01%	576
2025 Q3	$2.3M	Buy	288,616 +300	+0.1%	+$3.26K	0.01%	488
2025 Q2	$4.29M	Sell	288,316 -4,501	-2%	-$74.2K	0.02%	356
2025 Q1	$7.33M	Sell	292,817 -2,789	-0.9%	-$77K	0.04%	281
2024 Q4	$9.48M	Sell	295,606 -2,062	-0.7%	-$76.8K	0.05%	234
2024 Q3	$10.6M	Sell	297,668 -4,451	-1%	-$135K	0.04%	291
2024 Q2	$9.11M	Buy	+302,119	New	+$8.28M	0.04%	303
2024 Q1	–	Sell	-70,573	Closed	-$797K	–	1974
2023 Q4	$797K	Sell	70,573 -8,142	-10%	-$85.7K	﹤0.01%	994
2023 Q3	$925K	Buy	78,715 +11,017	+16%	+$153K	﹤0.01%	891
2023 Q2	$868K	Buy	+67,698	New	+$626K	﹤0.01%	1011

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

Cresset Asset Management's SG Position: Q2 2026 in Review

Cresset Asset Management increased its Sweetgreen (SG) stake by 24% in Q2 2026, buying an estimated $519K and bringing the position to 356,837 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #533.

Cresset Asset Management first reported a position in SG in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q3 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Cresset Asset Management held 356,837 shares of Sweetgreen worth $3.14M as of Q2 2026.
Cresset Asset Management bought 68,011 Sweetgreen shares in Q2 2026, an estimated $519K.
Sweetgreen made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #533 holding.
Cresset Asset Management first reported a position in Sweetgreen in Q2 2023 and has held it in 12 quarters since.
Cresset Asset Management's Sweetgreen position peaked at $10.6M in Q3 2024.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.