MCM
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MAI Capital Management’s Sweetgreen SG Stock Holding History

MAI Capital Management’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 		– Sell
-96
Closed -$499 – 4266
2026
Q1 		$499 Buy
96
+33
+52% +$201 ﹤0.01% 4419
2025
Q4 		$426 Hold
63
– – ﹤0.01% 3874
2025
Q3 		$503 Sell
63
-13
-17% -$141 ﹤0.01% 3619
2025
Q2 		$1.13K Sell
76
-177
-70% -$2.92K ﹤0.01% 3587
2025
Q1 		$6.33K Sell
253
-9
-3% -$248 ﹤0.01% 2650
2024
Q4 		$8.41K Buy
+262
New +$9.76K ﹤0.01% 2588

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

MAI Capital Management's SG Position: Q2 2026 in Review

MAI Capital Management sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 96 shares — an estimated $499 sold.

MAI Capital Management first reported a position in SG in Q4 2024 and held it in 6 quarters. The position peaked at $8.41K in Q4 2024. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • MAI Capital Management reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 96 Sweetgreen shares in Q2 2026, an estimated $499.
  • MAI Capital Management first reported a position in Sweetgreen in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Sweetgreen position peaked at $8.41K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.