GRP
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Global Retirement Partners’s Sweetgreen SG Stock Holding History

Global Retirement Partners’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 		$683 Hold
101
– – ﹤0.01% 3952
2025
Q3 		$806 Hold
101
– – ﹤0.01% 3570
2025
Q2 		$1.5K Buy
+101
New +$1.67K ﹤0.01% 3336
2024
Q4 		$3.21K Buy
+100
New +$3.73K ﹤0.01% 2891

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's SG Position: Q4 2025 in Review

Global Retirement Partners held its Sweetgreen (SG) position steady in Q4 2025 at 101 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Global Retirement Partners first reported a position in SG in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.21K in Q4 2024. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Global Retirement Partners held 101 shares of Sweetgreen worth $683 as of Q4 2025.
  • Global Retirement Partners left its Sweetgreen share count unchanged in Q4 2025.
  • Sweetgreen made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3952 holding.
  • Global Retirement Partners first reported a position in Sweetgreen in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Sweetgreen position peaked at $3.21K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.