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 Q2	$138K	Buy	+15,705	New	+$120K	﹤0.01%	1698
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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Oppenheimer & Co's SG Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Sweetgreen (SG) in Q2 2026: 15,705 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in SG as recently as Q4 2025.

Oppenheimer & Co first reported a position in SG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Oppenheimer & Co held 15,705 shares of Sweetgreen worth $138K as of Q2 2026.
Sweetgreen was a new Oppenheimer & Co position in Q2 2026.
Sweetgreen made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1698 holding.
Oppenheimer & Co first reported a position in Sweetgreen in Q1 2024 and has held it in 9 quarters since.
Oppenheimer & Co's Sweetgreen position peaked at $1.2M in Q1 2025.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.