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Obermeyer Wealth Partners’s Sweetgreen SG Stock Holding History

Obermeyer Wealth Partners’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
2025
Q1 		– Sell
-6,329
Closed -$203K – 276
2024
Q4 		$203K Sell
6,329
-200
-3% -$7.45K 0.01% 251
2024
Q3 		$231K Buy
+6,529
New +$198K 0.01% 232

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Obermeyer Wealth Partners's SG Position: Q1 2025 in Review

Obermeyer Wealth Partners sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 6,329 shares — an estimated $203K sold.

Obermeyer Wealth Partners first reported a position in SG in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Obermeyer Wealth Partners reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 6,329 Sweetgreen shares in Q1 2025, an estimated $203K.
  • Obermeyer Wealth Partners first reported a position in Sweetgreen in Q3 2024 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Sweetgreen position peaked at $231K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.