LA
SG icon

LVW Advisors’s Sweetgreen SG Stock Holding History

LVW Advisors’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
2025
Q3 		– Sell
-10,683
Closed -$159K – 363
2025
Q2 		$159K Buy
+10,683
New +$176K 0.02% 326
2025
Q1 		– Sell
-6,699
Closed -$215K – 318
2024
Q4 		$215K Buy
6,699
+236
+4% +$8.79K 0.03% 294
2024
Q3 		$229K Buy
+6,463
New +$196K 0.03% 280

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LVW Advisors's SG Position: Q3 2025 in Review

LVW Advisors sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 10,683 shares — an estimated $159K sold.

LVW Advisors first reported a position in SG in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • LVW Advisors reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • LVW Advisors sold 10,683 Sweetgreen shares in Q3 2025, an estimated $159K.
  • LVW Advisors first reported a position in Sweetgreen in Q3 2024 and held it in 3 quarters.
  • LVW Advisors's Sweetgreen position peaked at $229K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.