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Larson Financial Group’s Sweetgreen SG Stock Holding History

Larson Financial Group’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 		$3.99K Sell
769
-289
-27% -$1.76K ﹤0.01% 2703
2025
Q4 		$7.15K Sell
1,058
-2,708
-72% -$18.6K ﹤0.01% 2305
2025
Q3 		$30.1K Buy
3,766
+2,349
+166% +$25.5K ﹤0.01% 1415
2025
Q2 		$21.1K Buy
1,417
+1,305
+1,165% +$21.5K ﹤0.01% 1468
2025
Q1 		$2.8K Buy
112
+96
+600% +$2.65K ﹤0.01% 2061
2024
Q4 		$513 Hold
16
– – ﹤0.01% 2189
2024
Q3 		$567 Buy
+16
New +$486 ﹤0.01% 2098

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 $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B 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 $871B 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 $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Larson Financial Group's SG Position: Q1 2026 in Review

Larson Financial Group reduced its Sweetgreen (SG) stake by 27% in Q1 2026, selling an estimated $1.76K and leaving 769 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Larson Financial Group first reported a position in SG in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.1K in Q3 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Larson Financial Group held 769 shares of Sweetgreen worth $3.99K as of Q1 2026.
  • Larson Financial Group sold 289 Sweetgreen shares in Q1 2026, an estimated $1.76K.
  • Sweetgreen made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2703 holding.
  • Larson Financial Group first reported a position in Sweetgreen in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Sweetgreen position peaked at $30.1K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.