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Cypress Wealth Services’s Sweetgreen SG Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-12,024
Closed -$179K – 358
2025
Q2 		$179K Buy
12,024
+2,231
+23% +$36.8K 0.03% 308
2025
Q1 		$245K Buy
9,793
+1,370
+16% +$37.8K 0.05% 243
2024
Q4 		$270K Buy
8,423
+483
+6% +$18K 0.05% 220
2024
Q3 		$281K Buy
+7,940
New +$241K 0.06% 212

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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cypress Wealth Services's SG Position: Q3 2025 in Review

Cypress Wealth Services sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 12,024 shares — an estimated $179K sold.

Cypress Wealth Services first reported a position in SG in Q3 2024 and held it in 4 quarters. The position peaked at $281K in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Cypress Wealth Services reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 12,024 Sweetgreen shares in Q3 2025, an estimated $179K.
  • Cypress Wealth Services first reported a position in Sweetgreen in Q3 2024 and held it in 4 quarters.
  • Cypress Wealth Services's Sweetgreen position peaked at $281K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.