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 Q1	–	Sell	-5,000	Closed	-$33.8K	–	1771
2025 Q4	$33.8K	Buy	+5,000	New	+$34.4K	﹤0.01%	1628
2025 Q2	–	Sell	-20,000	Closed	-$500K	–	1735
2025 Q1	$500K	Buy	20,000 +5,000	+33%	+$138K	﹤0.01%	1068
2024 Q4	$481K	Sell	15,000 -20,000	-57%	-$745K	﹤0.01%	1104
2024 Q3	$1.24M	Buy	35,000 +22,500	+180%	+$683K	﹤0.01%	1054
2024 Q2	$377K	Buy	+12,500	New	+$343K	﹤0.01%	1591

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cresset Asset Management's SG Position: Q1 2026 in Review

Cresset Asset Management increased its Sweetgreen (SG) stake by 0.04% in Q1 2026, buying an estimated $669 and bringing the position to 288,826 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #640.

Cresset Asset Management first reported a position in SG in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q3 2024. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

Cresset Asset Management held 288,826 shares of Sweetgreen worth $1.5M as of Q1 2026.
Cresset Asset Management bought 110 Sweetgreen shares in Q1 2026, an estimated $669.
Sweetgreen made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #640 holding.
Cresset Asset Management first reported a position in Sweetgreen in Q2 2023 and has held it in 11 quarters since.
Cresset Asset Management's Sweetgreen position peaked at $10.6M in Q3 2024.
229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.