Forum Financial Management’s Sweetgreen SG Stock Holding History

Forum Financial 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
2026 Q1	$57.1K	Sell	11,000 -1,035	-9%	-$6.29K	﹤0.01%	321
2025 Q4	$81.4K	Hold	12,035	–	–	﹤0.01%	998
2025 Q3	$96K	Hold	12,035	–	–	﹤0.01%	994
2025 Q2	$179K	Buy	12,035 +132	+1%	+$2.18K	﹤0.01%	919
2025 Q1	$298K	Buy	11,903 +3,791	+47%	+$105K	﹤0.01%	596
2024 Q4	$260K	Buy	8,112 +1,209	+18%	+$45K	﹤0.01%	700
2024 Q3	$245K	Hold	6,903	–	–	﹤0.01%	624
2024 Q2	$208K	Sell	6,903 -3,118	-31%	-$85.5K	﹤0.01%	659
2024 Q1	$253K	Buy	10,021 +20	+0.2%	+$291	﹤0.01%	586
2023 Q4	$113K	Sell	10,001 -1,261	-11%	-$13.3K	﹤0.01%	671
2023 Q3	$132K	Buy	11,262 +1,262	+13%	+$17.6K	﹤0.01%	613
2023 Q2	$128K	Buy	+10,000	New	+$92.5K	﹤0.01%	633

Other funds holding SG

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return