Ray Dalio
SG icon

Ray Dalio’s Sweetgreen SG Stock Holding History

Ray Dalio’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
2025
Q2 		– Sell
-8,724
Closed -$218K – 711
2025
Q1 		$218K Sell
8,724
-9,966
-53% -$275K ﹤0.01% 640
2024
Q4 		$599K Sell
18,690
-56,743
-75% -$2.11M ﹤0.01% 566
2024
Q3 		$2.67M Sell
75,433
-56,612
-43% -$1.72M 0.02% 469
2024
Q2 		$3.98M Sell
132,045
-6,436
-5% -$176K 0.02% 400
2024
Q1 		$3.5M Sell
138,481
-32,342
-19% -$471K 0.02% 422
2023
Q4 		$1.93M Sell
170,823
-14,585
-8% -$153K 0.01% 523
2023
Q3 		$2.18M Buy
185,408
+60,128
+48% +$837K 0.01% 487
2023
Q2 		$1.61M Buy
+125,280
New +$1.16M 0.01% 502

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's SG Position: Q2 2025 in Review

Ray Dalio sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 8,724 shares — an estimated $218K sold.

Ray Dalio first reported a position in SG in Q2 2023 and held it in 8 quarters. The position peaked at $3.98M in Q2 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Ray Dalio reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Ray Dalio sold 8,724 Sweetgreen shares in Q2 2025, an estimated $218K.
  • Ray Dalio first reported a position in Sweetgreen in Q2 2023 and held it in 8 quarters.
  • Ray Dalio's Sweetgreen position peaked at $3.98M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.