LPL Financial
SG icon

LPL Financial’s Sweetgreen SG Stock Holding History

LPL Financial’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 		$498K Buy
96,020
+8,786
+10% +$53.4K ﹤0.01% 4752
2025
Q4 		$590K Sell
87,234
-12,205
-12% -$83.9K ﹤0.01% 4574
2025
Q3 		$794K Sell
99,439
-7,397
-7% -$80.4K ﹤0.01% 4232
2025
Q2 		$1.59M Buy
106,836
+62,290
+140% +$1.03M ﹤0.01% 3339
2025
Q1 		$1.11M Sell
44,546
-15,046
-25% -$415K ﹤0.01% 3463
2024
Q4 		$1.91M Buy
59,592
+47,676
+400% +$1.78M ﹤0.01% 2898
2024
Q3 		$422K Buy
+11,916
New +$362K ﹤0.01% 4143
2023
Q1 		– Sell
-11,518
Closed -$98.7K – 4573
2022
Q4 		$98.7K Sell
11,518
-1,125
-9% -$16.4K ﹤0.01% 4166
2022
Q3 		$234K Buy
12,643
+2,161
+21% +$36.8K ﹤0.01% 3799
2022
Q2 		$122K Buy
+10,482
New +$221K ﹤0.01% 4084

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WCM
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GF
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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