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Optas LLC’s Sweetgreen SG Stock Holding History

Optas LLC’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 Hold
15,608
– – 0.02% 476
2026
Q1 		$81K Sell
15,608
-1,131
-7% -$6.88K 0.01% 476
2025
Q4 		$113K Hold
16,739
– – 0.02% 452
2025
Q3 		$134K Hold
16,739
– – 0.02% 384
2025
Q2 		$249K Sell
16,739
-45
-0.3% -$742 0.05% 264
2025
Q1 		$420K Buy
16,784
+6
+0% +$166 0.07% 138
2024
Q4 		$538K Hold
16,778
– – 0.12% 106
2024
Q3 		$595K Buy
16,778
+1,395
+9% +$42.4K 0.14% 92
2024
Q2 		$464K Buy
15,383
+39
+0.3% +$1.07K 0.12% 97
2024
Q1 		$388K Buy
+15,344
New +$223K 0.11% 112

Other funds holding SG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Optas LLC's SG Position: Q2 2026 in Review

Optas LLC held its Sweetgreen (SG) position steady in Q2 2026 at 15,608 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #476.

Optas LLC first reported a position in SG in Q1 2024 and has held it in 10 quarters since. The position peaked at $595K in Q3 2024. 29 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Optas LLC held 15,608 shares of Sweetgreen worth $138K as of Q2 2026.
  • Optas LLC left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up 0.02% of Optas LLC's portfolio in Q2 2026, its #476 holding.
  • Optas LLC first reported a position in Sweetgreen in Q1 2024 and has held it in 10 quarters since.
  • Optas LLC's Sweetgreen position peaked at $595K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.