IEQ Capital’s Sweetgreen SG Stock Holding History

IEQ Capital’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 Q2	$1.26M	Buy	143,559 +110,154	+330%	+$841K	0.01%	1005
2026 Q1	$173K	Buy	+33,405	New	+$203K	﹤0.01%	1725

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IEQ Capital's SG Position: Q2 2026 in Review

IEQ Capital increased its Sweetgreen (SG) stake by 330% in Q2 2026, buying an estimated $841K and bringing the position to 143,559 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1005.

IEQ Capital first reported a position in SG in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

IEQ Capital held 143,559 shares of Sweetgreen worth $1.26M as of Q2 2026.
IEQ Capital bought 110,154 Sweetgreen shares in Q2 2026, an estimated $841K.
Sweetgreen made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1005 holding.
IEQ Capital first reported a position in Sweetgreen in Q1 2026 and has held it in 2 quarters since.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.