Morgan Stanley
SG icon

Morgan Stanley’s Sweetgreen SG Stock Holding History

Morgan Stanley’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 		$7.36M Sell
835,771
-1,567,279
-65% -$12M ﹤0.01% 3952
2026
Q1 		$12.5M Sell
2,403,050
-1,446,311
-38% -$8.79M ﹤0.01% 3379
2025
Q4 		$26M Buy
3,849,361
+1,989,063
+107% +$13.7M ﹤0.01% 2687
2025
Q3 		$14.8M Sell
1,860,298
-794,976
-30% -$8.64M ﹤0.01% 3171
2025
Q2 		$39.5M Buy
2,655,274
+984,440
+59% +$16.2M ﹤0.01% 2140
2025
Q1 		$41.8M Buy
1,670,834
+898,202
+116% +$24.8M ﹤0.01% 1972
2024
Q4 		$24.8M Sell
772,632
-355,948
-32% -$13.3M ﹤0.01% 2558
2024
Q3 		$40M Buy
1,128,580
+291,630
+35% +$8.86M ﹤0.01% 2063
2024
Q2 		$25.2M Sell
836,950
-23,138
-3% -$634K ﹤0.01% 2410
2024
Q1 		$21.7M Sell
860,088
-46,039
-5% -$671K ﹤0.01% 2604
2023
Q4 		$10.2M Buy
906,127
+22,997
+3% +$242K ﹤0.01% 3325
2023
Q3 		$10.4M Buy
883,130
+374,556
+74% +$5.22M ﹤0.01% 3100
2023
Q2 		$6.52M Buy
508,574
+141,722
+39% +$1.31M ﹤0.01% 3561
2023
Q1 		$2.88M Buy
366,852
+11,004
+3% +$96.9K ﹤0.01% 4213
2022
Q4 		$3.05M Buy
355,848
+153,275
+76% +$2.23M ﹤0.01% 4152
2022
Q3 		$3.75M Buy
202,573
+24,782
+14% +$422K ﹤0.01% 3930
2022
Q2 		$2.07M Buy
177,791
+38,490
+28% +$812K ﹤0.01% 4513
2022
Q1 		$4.46M Sell
139,301
-590,647
-81% -$17.2M ﹤0.01% 3811
2021
Q4 		$23.4M Buy
+729,948
New +$24.7M ﹤0.01% 1999

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

Morgan Stanley's SG Position: Q2 2026 in Review

Morgan Stanley reduced its Sweetgreen (SG) stake by 65% in Q2 2026, selling an estimated $12M and leaving 835,771 shares worth $7.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Morgan Stanley first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.8M in Q1 2025. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Morgan Stanley held 835,771 shares of Sweetgreen worth $7.36M as of Q2 2026.
  • Morgan Stanley sold 1,567,279 Sweetgreen shares in Q2 2026, an estimated $12M.
  • Sweetgreen made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3952 holding.
  • Morgan Stanley first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Sweetgreen position peaked at $41.8M in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.