N.E.W. Advisory Services’s Sweetgreen SG Stock Holding History

N.E.W. Advisory 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 Q1	$1.53K	Hold	295	–	–	﹤0.01%	842
2025 Q4	$1.99K	Hold	295	–	–	﹤0.01%	796
2025 Q3	$2.35K	Buy	+295	New	+$3.21K	﹤0.01%	733

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

N.E.W. Advisory Services's SG Position: Q1 2026 in Review

N.E.W. Advisory Services held its Sweetgreen (SG) position steady in Q1 2026 at 295 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

N.E.W. Advisory Services first reported a position in SG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q3 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

N.E.W. Advisory Services held 295 shares of Sweetgreen worth $1.53K as of Q1 2026.
N.E.W. Advisory Services left its Sweetgreen share count unchanged in Q1 2026.
Sweetgreen made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #842 holding.
N.E.W. Advisory Services first reported a position in Sweetgreen in Q3 2025 and has held it in 3 quarters since.
N.E.W. Advisory Services's Sweetgreen position peaked at $2.35K in Q3 2025.
229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.