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Dorsey & Whitney Trust’s Sweetgreen SG Stock Holding History

Dorsey & Whitney Trust’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 		– Sell
-11,355
Closed -$58.9K – 761
2026
Q1 		$58.9K Hold
11,355
– – ﹤0.01% 708
2025
Q4 		$76.8K Buy
+11,355
New +$78K ﹤0.01% 698

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dorsey & Whitney Trust's SG Position: Q2 2026 in Review

Dorsey & Whitney Trust sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 11,355 shares — an estimated $58.9K sold.

Dorsey & Whitney Trust first reported a position in SG in Q4 2025 and held it in 2 quarters. The position peaked at $76.8K in Q4 2025. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Dorsey & Whitney Trust reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 11,355 Sweetgreen shares in Q2 2026, an estimated $58.9K.
  • Dorsey & Whitney Trust first reported a position in Sweetgreen in Q4 2025 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Sweetgreen position peaked at $76.8K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.