CFO
SG icon

CVA Family Office’s Sweetgreen SG Stock Holding History

CVA Family Office’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
Q2 		– Sell
-17
Closed -$425 – 1431
2025
Q1 		$425 Buy
+17
New +$469 ﹤0.01% 1354
2024
Q3 		– Sell
-15
Closed -$452 – 1335
2024
Q2 		$452 Buy
+15
New +$411 ﹤0.01% 1243

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CVA Family Office's SG Position: Q2 2025 in Review

CVA Family Office sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 17 shares — an estimated $425 sold.

CVA Family Office first reported a position in SG in Q2 2024 and held it in 2 quarters. The position peaked at $452 in Q2 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • CVA Family Office reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 17 Sweetgreen shares in Q2 2025, an estimated $425.
  • CVA Family Office first reported a position in Sweetgreen in Q2 2024 and held it in 2 quarters.
  • CVA Family Office's Sweetgreen position peaked at $452 in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.