HWP
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Highline Wealth Partners’s Sweetgreen SG Stock Holding History

Highline Wealth 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
Q2 		– Sell
-59
Closed -$1.48K – 1052
2025
Q1 		$1.48K Buy
+59
New +$1.63K ﹤0.01% 686

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

Highline Wealth Partners's SG Position: Q2 2025 in Review

Highline Wealth Partners sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 59 shares — an estimated $1.48K sold.

Highline Wealth Partners first reported a position in SG in Q1 2025 and held it in 1 quarter. The position peaked at $1.48K in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Highline Wealth Partners reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 59 Sweetgreen shares in Q2 2025, an estimated $1.48K.
  • Highline Wealth Partners first reported a position in Sweetgreen in Q1 2025 and held it in 1 quarter.
  • Highline Wealth Partners's Sweetgreen position peaked at $1.48K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.