Fidelity Investments
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Fidelity Investments’s Sweetgreen SG Stock Holding History

Fidelity Investments’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 		$29.8M Buy
3,379,698
+345,189
+11% +$2.63M ﹤0.01% 1722
2026
Q1 		$15.7M Buy
3,034,509
+3,004,769
+10,103% +$18.3M ﹤0.01% 1866
2025
Q4 		$201K Buy
29,740
+19,373
+187% +$133K ﹤0.01% 3435
2025
Q3 		$82.7K Sell
10,367
-6,405,735
-100% -$69.6M ﹤0.01% 3742
2025
Q2 		$95.5M Sell
6,416,102
-8,763,631
-58% -$144M 0.01% 1138
2025
Q1 		$380M Buy
15,179,733
+5,075,764
+50% +$140M 0.02% 559
2024
Q4 		$324M Buy
10,103,969
+329,789
+3% +$12.3M 0.02% 635
2024
Q3 		$346M Sell
9,774,180
-1,195,956
-11% -$36.3M 0.02% 610
2024
Q2 		$331M Sell
10,970,136
-3,729,837
-25% -$102M 0.02% 601
2024
Q1 		$371M Buy
14,699,973
+535,835
+4% +$7.8M 0.02% 554
2023
Q4 		$160M Sell
14,164,138
-645,974
-4% -$6.8M 0.01% 837
2023
Q3 		$174M Buy
14,810,112
+84,375
+0.6% +$1.17M 0.02% 755
2023
Q2 		$189M Buy
14,725,737
+37,287
+0.3% +$345K 0.02% 740
2023
Q1 		$115M Buy
14,688,450
+90,170
+0.6% +$794K 0.01% 934
2022
Q4 		$125M Buy
14,598,280
+96,550
+0.7% +$1.41M 0.01% 877
2022
Q3 		$268M Buy
14,501,730
+150,797
+1% +$2.57M 0.03% 564
2022
Q2 		$167M Buy
14,350,933
+399,352
+3% +$8.42M 0.02% 764
2022
Q1 		$429M Buy
13,951,581
+1,247,944
+10% +$36.2M 0.03% 488
2021
Q4 		$372M Buy
+12,703,637
New +$430M 0.03% 553

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments's SG Position: Q2 2026 in Review

Fidelity Investments increased its Sweetgreen (SG) stake by 11% in Q2 2026, buying an estimated $2.63M and bringing the position to 3,379,698 shares worth $29.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Fidelity Investments first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $429M in Q1 2022. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Fidelity Investments held 3,379,698 shares of Sweetgreen worth $29.8M as of Q2 2026.
  • Fidelity Investments bought 345,189 Sweetgreen shares in Q2 2026, an estimated $2.63M.
  • Sweetgreen made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1722 holding.
  • Fidelity Investments first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Sweetgreen position peaked at $429M in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.