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FORA Capital’s Sweetgreen SG Stock Holding History

FORA Capital’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
Q1 		– Sell
-13,556
Closed -$91.6K – 581
2025
Q4 		$91.6K Sell
13,556
-11,992
-47% -$82.4K 0.01% 407
2025
Q3 		$204K Sell
25,548
-17,755
-41% -$193K 0.04% 440
2025
Q2 		$644K Buy
+43,303
New +$714K 0.07% 286
2024
Q4 		– Sell
-55,775
Closed -$1.98M – 567
2024
Q3 		$1.98M Buy
55,775
+18,512
+50% +$562K 0.23% 129
2024
Q2 		$1.12M Sell
37,263
-9,266
-20% -$254K 0.14% 200
2024
Q1 		$1.18M Buy
+46,529
New +$678K 0.1% 221

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FORA Capital's SG Position: Q1 2026 in Review

FORA Capital sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 13,556 shares — an estimated $91.6K sold.

FORA Capital first reported a position in SG in Q1 2024 and held it in 6 quarters. The position peaked at $1.98M in Q3 2024. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • FORA Capital reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 13,556 Sweetgreen shares in Q1 2026, an estimated $91.6K.
  • FORA Capital first reported a position in Sweetgreen in Q1 2024 and held it in 6 quarters.
  • FORA Capital's Sweetgreen position peaked at $1.98M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.