LFG
SG icon

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
Q2 		$19K Buy
2,157
+1,388
+180% +$10.6K ﹤0.01% 2036
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 $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

Larson Financial Group's SG Position: Q2 2026 in Review

Larson Financial Group increased its Sweetgreen (SG) stake by 180% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,157 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Larson Financial Group first reported a position in SG in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.1K in Q3 2025. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Larson Financial Group held 2,157 shares of Sweetgreen worth $19K as of Q2 2026.
  • Larson Financial Group bought 1,388 Sweetgreen shares in Q2 2026, an estimated $10.6K.
  • Sweetgreen made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2036 holding.
  • Larson Financial Group first reported a position in Sweetgreen in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Sweetgreen position peaked at $30.1K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.