NewEdge Advisors’s Sweetgreen SG Stock Holding History

NewEdge Advisors’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	–	Sell	-95	Closed	-$493	–	4358
2026 Q1	$493	Buy	+95	New	+$577	﹤0.01%	3995
2024 Q2	–	Sell	-24	Closed	-$606	–	3983
2024 Q1	$606	Hold	24	–	–	﹤0.01%	3569
2023 Q4	$271	Buy	+24	New	+$253	﹤0.01%	3581

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's SG Position: Q2 2026 in Review

NewEdge Advisors sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 95 shares — an estimated $493 sold.

NewEdge Advisors first reported a position in SG in Q4 2023 and held it in 3 quarters. The position peaked at $606 in Q1 2024. 164 funds tracked by Wall St. Rank hold SG as of Q2 2026.

NewEdge Advisors reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 95 Sweetgreen shares in Q2 2026, an estimated $493.
NewEdge Advisors first reported a position in Sweetgreen in Q4 2023 and held it in 3 quarters.
NewEdge Advisors's Sweetgreen position peaked at $606 in Q1 2024.
164 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.