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GM Advisory Group’s Sweetgreen SG Stock Holding History

GM Advisory Group’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 		$436K Hold
84,015
– – 0.02% 253
2025
Q4 		$568K Buy
+84,015
New +$577K 0.02% 200

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GM Advisory Group's SG Position: Q1 2026 in Review

GM Advisory Group held its Sweetgreen (SG) position steady in Q1 2026 at 84,015 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #253.

GM Advisory Group first reported a position in SG in Q4 2025 and has held it in 2 quarters since. The position peaked at $568K in Q4 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • GM Advisory Group held 84,015 shares of Sweetgreen worth $436K as of Q1 2026.
  • GM Advisory Group left its Sweetgreen share count unchanged in Q1 2026.
  • Sweetgreen made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #253 holding.
  • GM Advisory Group first reported a position in Sweetgreen in Q4 2025 and has held it in 2 quarters since.
  • GM Advisory Group's Sweetgreen position peaked at $568K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.