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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
Q2 		$2.26K Sell
257
-60
-19% -$458 ﹤0.01% 4182
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
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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IFP Advisors's SG Position: Q2 2026 in Review

IFP Advisors reduced its Sweetgreen (SG) stake by 19% in Q2 2026, selling an estimated $458 and leaving 257 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4182.

IFP Advisors first reported a position in SG in Q2 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • IFP Advisors held 257 shares of Sweetgreen worth $2.26K as of Q2 2026.
  • IFP Advisors sold 60 Sweetgreen shares in Q2 2026, an estimated $458.
  • Sweetgreen made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4182 holding.
  • IFP Advisors first reported a position in Sweetgreen in Q2 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.