Osaic Holdings
SG icon

Osaic Holdings’s Sweetgreen SG Stock Holding History

Osaic Holdings’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 		$151K Buy
29,007
+1,880
+7% +$11.4K ﹤0.01% 4376
2025
Q4 		$183K Buy
27,127
+8,693
+47% +$59.7K ﹤0.01% 4226
2025
Q3 		$156K Buy
18,434
+2,314
+14% +$25.2K ﹤0.01% 4420
2025
Q2 		$240K Sell
16,120
-1,303
-7% -$21.5K ﹤0.01% 3776
2025
Q1 		$436K Buy
17,423
+2,036
+13% +$56.2K ﹤0.01% 3001
2024
Q4 		$493K Sell
15,387
-34,327
-69% -$1.28M ﹤0.01% 2810
2024
Q3 		$1.76M Buy
49,714
+7,054
+17% +$214K ﹤0.01% 1802
2024
Q2 		$1.29M Buy
42,660
+1,795
+4% +$49.2K ﹤0.01% 1992
2024
Q1 		$1.03M Buy
40,865
+34,734
+567% +$506K ﹤0.01% 2296
2023
Q4 		$69.3K Sell
6,131
-5,910
-49% -$62.2K ﹤0.01% 4681
2023
Q3 		$141K Sell
12,041
-15,430
-56% -$215K ﹤0.01% 4240
2023
Q2 		$406K Buy
27,471
+20,462
+292% +$189K ﹤0.01% 3323
2023
Q1 		$55K Sell
7,009
-427
-6% -$3.76K ﹤0.01% 4880
2022
Q4 		$63.1K Buy
7,436
+161
+2% +$2.35K ﹤0.01% 4761
2022
Q3 		$134K Buy
7,275
+815
+13% +$13.9K ﹤0.01% 4118
2022
Q2 		$76K Buy
6,460
+6,017
+1,358% +$127K ﹤0.01% 4633
2022
Q1 		$14K Sell
443
-40
-8% -$1.16K ﹤0.01% 5945
2021
Q4 		$15K Buy
+483
New +$16.4K ﹤0.01% 5997

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