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
Q2 		$689K Sell
78,171
-17,849
-19% -$136K ﹤0.01% 4756
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

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

LPL Financial's SG Position: Q2 2026 in Review

LPL Financial reduced its Sweetgreen (SG) stake by 19% in Q2 2026, selling an estimated $136K and leaving 78,171 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #4756.

LPL Financial first reported a position in SG in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • LPL Financial held 78,171 shares of Sweetgreen worth $689K as of Q2 2026.
  • LPL Financial sold 17,849 Sweetgreen shares in Q2 2026, an estimated $136K.
  • Sweetgreen made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4756 holding.
  • LPL Financial first reported a position in Sweetgreen in Q2 2022 and has held it in 11 quarters since.
  • LPL Financial's Sweetgreen position peaked at $1.91M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.