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
2024
Q4 		– Sell
-1
Closed -$1.06K – 7604
2024
Q3 		$1.06K Hold
1
– – ﹤0.01% 6827
2024
Q2 		$1.06K Buy
+1
New +$27 ﹤0.01% 6800

Other funds holding SG

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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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Osaic Holdings's SG Position: Q2 2026 in Review

Osaic Holdings increased its Sweetgreen (SG) stake by 57% in Q2 2026, buying an estimated $127K and bringing the position to 45,608 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Osaic Holdings first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q3 2024. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Osaic Holdings held 45,608 shares of Sweetgreen worth $402K as of Q2 2026.
  • Osaic Holdings bought 16,601 Sweetgreen shares in Q2 2026, an estimated $127K.
  • Sweetgreen made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3845 holding.
  • Osaic Holdings first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • Osaic Holdings's Sweetgreen position peaked at $1.76M in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.