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Oppenheimer Asset Management’s Sweetgreen SG Stock Holding History

Oppenheimer 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
Q4 		– Sell
-46,483
Closed -$371K – 1183
2025
Q3 		$371K Sell
46,483
-4,490
-9% -$48.8K ﹤0.01% 967
2025
Q2 		$758K Buy
50,973
+12,147
+31% +$200K 0.01% 793
2025
Q1 		$971K Buy
38,826
+13,130
+51% +$362K 0.01% 723
2024
Q4 		$824K Buy
25,696
+2,737
+12% +$102K 0.01% 773
2024
Q3 		$814K Sell
22,959
-3,120
-12% -$94.7K 0.01% 768
2024
Q2 		$786K Buy
26,079
+6,419
+33% +$176K 0.01% 761
2024
Q1 		$497K Sell
19,660
-3,359
-15% -$48.9K 0.01% 837
2023
Q4 		$260K Sell
23,019
-2,263
-9% -$23.8K ﹤0.01% 1030
2023
Q3 		$297K Buy
+25,282
New +$352K ﹤0.01% 967

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer Asset Management's SG Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 46,483 shares — an estimated $371K sold.

Oppenheimer Asset Management first reported a position in SG in Q3 2023 and held it in 9 quarters. The position peaked at $971K in Q1 2025. 236 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 46,483 Sweetgreen shares in Q4 2025, an estimated $371K.
  • Oppenheimer Asset Management first reported a position in Sweetgreen in Q3 2023 and held it in 9 quarters.
  • Oppenheimer Asset Management's Sweetgreen position peaked at $971K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.