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 Q2	$96.9K	Hold	11,000	–	–	﹤0.01%	342
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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Forum Financial Management's SG Position: Q2 2026 in Review

Forum Financial Management held its Sweetgreen (SG) position steady in Q2 2026 at 11,000 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Forum Financial Management first reported a position in SG in Q2 2023 and has held it in 13 quarters since. The position peaked at $298K in Q1 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Forum Financial Management held 11,000 shares of Sweetgreen worth $96.9K as of Q2 2026.
Forum Financial Management left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #342 holding.
Forum Financial Management first reported a position in Sweetgreen in Q2 2023 and has held it in 13 quarters since.
Forum Financial Management's Sweetgreen position peaked at $298K in Q1 2025.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.