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GLOBALT Investments’s Sweetgreen SG Stock Holding History

GLOBALT Investments’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
Q2 		– Sell
-14,794
Closed -$370K – 211
2025
Q1 		$370K Sell
14,794
-1,753
-11% -$48.4K 0.02% 186
2024
Q4 		$530K Sell
16,547
-125
-0.7% -$4.66K 0.02% 175
2024
Q3 		$591K Buy
+16,672
New +$506K 0.02% 171

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments's SG Position: Q2 2025 in Review

GLOBALT Investments sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 14,794 shares — an estimated $370K sold.

GLOBALT Investments first reported a position in SG in Q3 2024 and held it in 3 quarters. The position peaked at $591K in Q3 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • GLOBALT Investments reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • GLOBALT Investments sold 14,794 Sweetgreen shares in Q2 2025, an estimated $370K.
  • GLOBALT Investments first reported a position in Sweetgreen in Q3 2024 and held it in 3 quarters.
  • GLOBALT Investments's Sweetgreen position peaked at $591K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on GLOBALT Investments's 13F filing for Q2 2025, filed 31 Jul 2025.