LRI Investments’s Sweetgreen SG Stock Holding History

LRI Investments’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	$925	Hold	105	–	–	﹤0.01%	1392
2026 Q1	$545	Sell	105 -5	-5%	-$30	﹤0.01%	1362
2025 Q4	$744	Buy	+110	New	+$756	﹤0.01%	1282

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LRI Investments's SG Position: Q2 2026 in Review

LRI Investments held its Sweetgreen (SG) position steady in Q2 2026 at 105 shares worth $925. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

LRI Investments first reported a position in SG in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

LRI Investments held 105 shares of Sweetgreen worth $925 as of Q2 2026.
LRI Investments left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1392 holding.
LRI Investments first reported a position in Sweetgreen in Q4 2025 and has held it in 3 quarters since.
236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.