IA
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IFP Advisors’s Sweetgreen SG Stock Holding History

IFP Advisors’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 		$1.65K Buy
317
+302
+2,013% +$1.84K ﹤0.01% 4033
2025
Q4 		$101 Buy
+15
New +$103 ﹤0.01% 4588
2025
Q3 		– Hold
0
– -$2.2K – 5086
2025
Q2 		– Sell
-4
Closed -$66 – 3857
2025
Q1 		$90 Sell
4
-4
-50% -$110 ﹤0.01% 3879
2024
Q4 		$243 Buy
8
+4
+100% +$149 ﹤0.01% 3642
2024
Q3 		$122 Buy
4
+2
+100% +$61 ﹤0.01% 3232
2024
Q2 		$60 Buy
+2
New +$55 ﹤0.01% 3179

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return