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Mirabella Financial Services’s Sweetgreen SG Stock Holding History

Mirabella Financial Services’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 		$166K Buy
+18,825
New +$144K 0.02% 633
2025
Q4 		– Sell
-20,816
Closed -$166K – 773
2025
Q3 		$166K Buy
+20,816
New +$226K 0.01% 237

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

Mirabella Financial Services's SG Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Sweetgreen (SG) in Q2 2026: 18,825 shares worth $166K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in SG as recently as Q3 2025.

Mirabella Financial Services first reported a position in SG in Q3 2025 and has held it in 2 quarters since. The position peaked at $166K in Q3 2025. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Mirabella Financial Services held 18,825 shares of Sweetgreen worth $166K as of Q2 2026.
  • Sweetgreen was a new Mirabella Financial Services position in Q2 2026.
  • Sweetgreen made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #633 holding.
  • Mirabella Financial Services first reported a position in Sweetgreen in Q3 2025 and has held it in 2 quarters since.
  • Mirabella Financial Services's Sweetgreen position peaked at $166K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.