OC
SG icon

Oppenheimer & Co’s Sweetgreen SG Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-14,000
Closed -$94.6K – 1782
2025
Q4 		$94.6K Buy
14,000
+800
+6% +$5.5K ﹤0.01% 1497
2025
Q3 		$105K Sell
13,200
-11,975
-48% -$130K ﹤0.01% 1607
2025
Q2 		$375K Sell
25,175
-22,895
-48% -$377K 0.01% 1254
2025
Q1 		$1.2M Buy
48,070
+21,625
+82% +$597K 0.02% 725
2024
Q4 		$848K Sell
26,445
-38
-0.1% -$1.42K 0.01% 864
2024
Q3 		$939K Buy
26,483
+2,380
+10% +$72.3K 0.01% 803
2024
Q2 		$726K Sell
24,103
-12,395
-34% -$340K 0.01% 876
2024
Q1 		$922K Buy
+36,498
New +$532K 0.02% 767

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return