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Essential Partners’s Sweetgreen SG Stock Holding History

Essential Partners’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 		$11K Sell
1,253
-877
-41% -$6.69K 0.01% 1180
2026
Q1 		$11.1K Buy
2,130
+1,724
+425% +$10.5K ﹤0.01% 1208
2025
Q4 		$2.75K Buy
+406
New +$2.79K ﹤0.01% 1691

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

Essential Partners's SG Position: Q2 2026 in Review

Essential Partners reduced its Sweetgreen (SG) stake by 41% in Q2 2026, selling an estimated $6.69K and leaving 1,253 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1180.

Essential Partners first reported a position in SG in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q1 2026. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Essential Partners held 1,253 shares of Sweetgreen worth $11K as of Q2 2026.
  • Essential Partners sold 877 Sweetgreen shares in Q2 2026, an estimated $6.69K.
  • Sweetgreen made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1180 holding.
  • Essential Partners first reported a position in Sweetgreen in Q4 2025 and has held it in 3 quarters since.
  • Essential Partners's Sweetgreen position peaked at $11.1K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.