Envestnet Asset Management
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Sell
14,461
-1,574
-10% -$23.4K ﹤0.01% 4201
2025
Q1 		$401K Sell
16,035
-283
-2% -$7.08K ﹤0.01% 3752
2024
Q4 		$523K Buy
16,318
+5,783
+55% +$185K ﹤0.01% 3564
2024
Q3 		$373K Buy
+10,535
New +$373K ﹤0.01% 3692