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
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
-952,166
-53% -$13.9M ﹤0.01% 2604
2023
Q4 		$20.5M Buy
1,812,254
+929,124
+105% +$9.78M ﹤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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return