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 $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B 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 $871B 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 $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings's SG Position: Q1 2026 in Review

Osaic Holdings increased its Sweetgreen (SG) stake by 6.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 29,007 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #4376.

Osaic Holdings first reported a position in SG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q3 2024. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Osaic Holdings held 29,007 shares of Sweetgreen worth $151K as of Q1 2026.
  • Osaic Holdings bought 1,880 Sweetgreen shares in Q1 2026, an estimated $11.4K.
  • Sweetgreen made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4376 holding.
  • Osaic Holdings first reported a position in Sweetgreen in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's Sweetgreen position peaked at $1.76M in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.