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 Q2	$2.6K	Hold	295	–	–	﹤0.01%	819
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 $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

N.E.W. Advisory Services's SG Position: Q2 2026 in Review

N.E.W. Advisory Services held its Sweetgreen (SG) position steady in Q2 2026 at 295 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

N.E.W. Advisory Services first reported a position in SG in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

N.E.W. Advisory Services held 295 shares of Sweetgreen worth $2.6K as of Q2 2026.
N.E.W. Advisory Services left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #819 holding.
N.E.W. Advisory Services first reported a position in Sweetgreen in Q3 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.