Kestra Advisory Services’s Sweetgreen SG Stock Holding History

Kestra Advisory Services’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	–	Sell	-3,000	Closed	-$20.3K	–	4200
2025 Q4	$20.3K	Buy	+3,000	New	+$20.6K	﹤0.01%	4510

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Kestra Advisory Services's SG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 3,000 shares — an estimated $20.3K sold.

Kestra Advisory Services first reported a position in SG in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

Kestra Advisory Services reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,000 Sweetgreen shares in Q1 2026, an estimated $20.3K.
Kestra Advisory Services first reported a position in Sweetgreen in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Sweetgreen position peaked at $20.3K in Q4 2025.
230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.