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Oberweis Asset Management’s Sweetgreen SG Stock Holding History

Oberweis Asset Management’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
Q2 		– Sell
-250,101
Closed -$6.26M – 205
2025
Q1 		$6.26M Buy
250,101
+153,900
+160% +$4.25M 0.31% 114
2024
Q4 		$3.08M Buy
96,201
+610
+0.6% +$22.7K 0.15% 165
2024
Q3 		$3.39M Buy
95,591
+3,340
+4% +$101K 0.17% 164
2024
Q2 		$2.78M Sell
92,251
-5,600
-6% -$154K 0.17% 157
2024
Q1 		$2.47M Buy
+97,851
New +$1.43M 0.18% 161

Other funds holding SG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oberweis Asset Management's SG Position: Q2 2025 in Review

Oberweis Asset Management sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 250,101 shares — an estimated $6.26M sold.

Oberweis Asset Management first reported a position in SG in Q1 2024 and held it in 5 quarters. The position peaked at $6.26M in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Oberweis Asset Management reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Oberweis Asset Management sold 250,101 Sweetgreen shares in Q2 2025, an estimated $6.26M.
  • Oberweis Asset Management first reported a position in Sweetgreen in Q1 2024 and held it in 5 quarters.
  • Oberweis Asset Management's Sweetgreen position peaked at $6.26M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Oberweis Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.