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PSI Advisors’s Sweetgreen SG Stock Holding History

PSI Advisors’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 		$118K Sell
13,366
-63
-0.5% -$481 0.03% 149
2026
Q1 		$69.7K Buy
13,429
+1,155
+9% +$7.02K 0.02% 156
2025
Q4 		$83K Buy
+12,274
New +$84.4K 0.02% 122
2025
Q2 		– Sell
-16,053
Closed -$402K – 580
2025
Q1 		$402K Buy
16,053
+5,045
+46% +$139K 0.13% 81
2024
Q4 		$353K Buy
11,008
+4,295
+64% +$160K 0.1% 97
2024
Q3 		$238K Buy
+6,713
New +$204K 0.07% 123

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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

PSI Advisors's SG Position: Q2 2026 in Review

PSI Advisors reduced its Sweetgreen (SG) stake by 0.47% in Q2 2026, selling an estimated $481 and leaving 13,366 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #149.

PSI Advisors first reported a position in SG in Q3 2024 and has held it in 6 quarters since. The position peaked at $402K in Q1 2025. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • PSI Advisors held 13,366 shares of Sweetgreen worth $118K as of Q2 2026.
  • PSI Advisors sold 63 Sweetgreen shares in Q2 2026, an estimated $481.
  • Sweetgreen made up 0.03% of PSI Advisors's portfolio in Q2 2026, its #149 holding.
  • PSI Advisors first reported a position in Sweetgreen in Q3 2024 and has held it in 6 quarters since.
  • PSI Advisors's Sweetgreen position peaked at $402K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.