EWM
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Evolution Wealth Management’s Sweetgreen SG Stock Holding History

Evolution Wealth 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
Q3 		– Sell
-200
Closed -$2.98K – 672
2025
Q2 		$2.98K Buy
+200
New +$3.3K ﹤0.01% 493

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

Evolution Wealth Management's SG Position: Q3 2025 in Review

Evolution Wealth Management sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 200 shares — an estimated $2.98K sold.

Evolution Wealth Management first reported a position in SG in Q2 2025 and held it in 1 quarter. The position peaked at $2.98K in Q2 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Evolution Wealth Management reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 200 Sweetgreen shares in Q3 2025, an estimated $2.98K.
  • Evolution Wealth Management first reported a position in Sweetgreen in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Sweetgreen position peaked at $2.98K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.