Pathstone Holdings
SG icon

Pathstone Holdings’s Sweetgreen SG Stock Holding History

Pathstone 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 		$319K Sell
61,435
-361
-0.6% -$2.19K ﹤0.01% 1948
2025
Q4 		$418K Sell
61,796
-226,403
-79% -$1.56M ﹤0.01% 1811
2025
Q3 		$2.3M Sell
288,199
-32,444
-10% -$353K 0.01% 941
2025
Q2 		$4.77M Sell
320,643
-7,688
-2% -$127K 0.02% 557
2025
Q1 		$8.21M Buy
328,331
+7,409
+2% +$204K 0.04% 401
2024
Q4 		$10.3M Sell
320,922
-4,045
-1% -$151K 0.05% 302
2024
Q3 		$11.5M Sell
324,967
-4,629
-1% -$141K 0.05% 284
2024
Q2 		$9.93M Sell
329,596
-164,309
-33% -$4.51M 0.04% 300
2024
Q1 		$12.5M Sell
493,905
-200,072
-29% -$2.91M 0.06% 248
2023
Q4 		$7.84M Buy
+693,977
New +$7.3M 0.04% 311

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