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Rothschild Investment LLC’s Sweetgreen SG Stock Holding History

Rothschild Investment LLC’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 		$5.4K Buy
613
+295
+93% +$2.25K ﹤0.01% 2227
2026
Q1 		$1.65K Buy
318
+215
+209% +$1.31K ﹤0.01% 2644
2025
Q4 		$696 Buy
103
+58
+129% +$399 ﹤0.01% 2810
2025
Q3 		$359 Sell
45
-145
-76% -$1.58K ﹤0.01% 2901
2025
Q2 		$2.83K Buy
190
+15
+9% +$247 ﹤0.01% 1827
2025
Q1 		$4.38K Buy
175
+65
+59% +$1.79K ﹤0.01% 1504
2024
Q4 		$3.53K Buy
110
+10
+10% +$373 ﹤0.01% 1488
2024
Q3 		$3.54K Buy
100
+70
+233% +$2.13K ﹤0.01% 1423
2024
Q2 		$904 Buy
30
+20
+200% +$548 ﹤0.01% 1711
2024
Q1 		$253 Sell
10
-390
-98% -$5.68K ﹤0.01% 1643
2023
Q4 		$4.52K Buy
+400
New +$4.21K ﹤0.01% 1097

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

Rothschild Investment LLC's SG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sweetgreen (SG) stake by 93% in Q2 2026, buying an estimated $2.25K and bringing the position to 613 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Rothschild Investment LLC first reported a position in SG in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Rothschild Investment LLC held 613 shares of Sweetgreen worth $5.4K as of Q2 2026.
  • Rothschild Investment LLC bought 295 Sweetgreen shares in Q2 2026, an estimated $2.25K.
  • Sweetgreen made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2227 holding.
  • Rothschild Investment LLC first reported a position in Sweetgreen in Q4 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.