Envestnet Asset Management
SG icon

Envestnet Asset Management’s Sweetgreen SG Stock Holding History

Envestnet 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
2025
Q4 		– Sell
-10,734
Closed -$85.7K – 4647
2025
Q3 		$85.7K Sell
10,734
-3,727
-26% -$40.5K ﹤0.01% 4443
2025
Q2 		$215K Sell
14,461
-1,574
-10% -$25.9K ﹤0.01% 4201
2025
Q1 		$401K Sell
16,035
-283
-2% -$7.81K ﹤0.01% 3752
2024
Q4 		$523K Buy
16,318
+5,783
+55% +$215K ﹤0.01% 3564
2024
Q3 		$373K Buy
+10,535
New +$320K ﹤0.01% 3692

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's SG Position: Q4 2025 in Review

Envestnet Asset Management sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 10,734 shares — an estimated $85.7K sold.

Envestnet Asset Management first reported a position in SG in Q3 2024 and held it in 5 quarters. The position peaked at $523K in Q4 2024. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Envestnet Asset Management reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,734 Sweetgreen shares in Q4 2025, an estimated $85.7K.
  • Envestnet Asset Management first reported a position in Sweetgreen in Q3 2024 and held it in 5 quarters.
  • Envestnet Asset Management's Sweetgreen position peaked at $523K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.