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Glass Jacobson Investment Advisors’s Sweetgreen SG Stock Holding History

Glass Jacobson Investment Advisors’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
Q4 		– Sell
-1,992
Closed -$15.9K – 611
2025
Q3 		$15.9K Hold
1,992
– – 0.01% 414
2025
Q2 		$29.6K Buy
+1,992
New +$32.8K 0.01% 345

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glass Jacobson Investment Advisors's SG Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 1,992 shares — an estimated $15.9K sold.

Glass Jacobson Investment Advisors first reported a position in SG in Q2 2025 and held it in 2 quarters. The position peaked at $29.6K in Q2 2025. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Glass Jacobson Investment Advisors reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,992 Sweetgreen shares in Q4 2025, an estimated $15.9K.
  • Glass Jacobson Investment Advisors first reported a position in Sweetgreen in Q2 2025 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Sweetgreen position peaked at $29.6K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.