Nisa Investment Advisors
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Nisa Investment Advisors’s Sweetgreen SG Stock Holding History

Nisa Investment 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 		$24K Buy
2,729
+2,057
+306% +$15.7K ﹤0.01% 2136
2026
Q1 		$3.49K Buy
672
+572
+572% +$3.48K ﹤0.01% 2530
2025
Q4 		$676 Sell
100
-767
-88% -$5.27K ﹤0.01% 2780
2025
Q3 		$6.92K Sell
867
-1,262
-59% -$13.7K ﹤0.01% 2377
2025
Q2 		$31.7K Buy
2,129
+1,055
+98% +$17.4K ﹤0.01% 1734
2025
Q1 		$26.9K Sell
1,074
-152
-12% -$4.2K ﹤0.01% 1775
2024
Q4 		$39.3K Buy
1,226
+50
+4% +$1.86K ﹤0.01% 1746
2024
Q3 		$41.7K Sell
1,176
-199
-14% -$6.04K ﹤0.01% 1690
2024
Q2 		$41.4K Buy
1,375
+98
+8% +$2.69K ﹤0.01% 1718
2024
Q1 		$32.3K Buy
1,277
+67
+6% +$976 ﹤0.01% 1757
2023
Q4 		$13.7K Sell
1,210
-3,070
-72% -$32.3K ﹤0.01% 1973
2023
Q3 		$50.3K Hold
4,280
– – ﹤0.01% 1724
2023
Q2 		$54.9K Buy
4,280
+1,370
+47% +$12.7K ﹤0.01% 1723
2023
Q1 		$23K Buy
2,910
+2,530
+666% +$22.3K ﹤0.01% 1970
2022
Q4 		$3K Sell
380
-32
-8% -$466 ﹤0.01% 2351
2022
Q3 		$8K Buy
+412
New +$7.02K ﹤0.01% 2236

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

Nisa Investment Advisors's SG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Sweetgreen (SG) stake by 306% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,729 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Nisa Investment Advisors first reported a position in SG in Q3 2022 and has held it in 16 quarters since. The position peaked at $54.9K in Q2 2023. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Nisa Investment Advisors held 2,729 shares of Sweetgreen worth $24K as of Q2 2026.
  • Nisa Investment Advisors bought 2,057 Sweetgreen shares in Q2 2026, an estimated $15.7K.
  • Sweetgreen made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2136 holding.
  • Nisa Investment Advisors first reported a position in Sweetgreen in Q3 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Sweetgreen position peaked at $54.9K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.