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Royal Fund Management’s Sweetgreen SG Stock Holding History

Royal Fund Management’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
-105,600
Closed -$2.56M – 361
2025
Q1 		$2.56M Buy
105,600
+105,300
+35,100% +$2.91M 0.28% 118
2024
Q4 		$9.62K Sell
300
-165,900
-100% -$6.18M ﹤0.01% 284
2024
Q3 		$5.89M Buy
+166,200
New +$5.05M 0.35% 71

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Fund Management's SG Position: Q3 2025 in Review

Royal Fund Management sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 122,442 shares — an estimated $1.82M sold.

Royal Fund Management first reported a position in SG in Q4 2024 and held it in 3 quarters. The position peaked at $3.23M in Q1 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Royal Fund Management reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Royal Fund Management sold 122,442 Sweetgreen shares in Q3 2025, an estimated $1.82M.
  • Royal Fund Management first reported a position in Sweetgreen in Q4 2024 and held it in 3 quarters.
  • Royal Fund Management's Sweetgreen position peaked at $3.23M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Royal Fund Management's 13F filing for Q3 2025, filed 29 Oct 2025.