S
SG icon

SignatureFD’s Sweetgreen SG Stock Holding History

SignatureFD’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 		$8.23K Buy
934
+84
+10% +$641 ﹤0.01% 2710
2026
Q1 		$4.41K Buy
850
+486
+134% +$2.95K ﹤0.01% 2823
2025
Q4 		$2.46K Buy
364
+96
+36% +$660 ﹤0.01% 2914
2025
Q3 		$2.14K Buy
+268
New +$2.91K ﹤0.01% 2934
2025
Q2 		– Sell
-29
Closed -$719 – 3408
2025
Q1 		$719 Buy
29
+18
+164% +$497 ﹤0.01% 3115
2024
Q4 		$353 Buy
11
+7
+175% +$261 ﹤0.01% 3174
2024
Q3 		$142 Buy
+4
New +$121 ﹤0.01% 3177
2023
Q1 		– Sell
-15
Closed -$129 – 3362
2022
Q4 		$129 Hold
15
– – ﹤0.01% 3221
2022
Q3 		$0 Hold
15
– – ﹤0.01% 3326
2022
Q2 		$0 Hold
15
– – ﹤0.01% 3323
2022
Q1 		$0 Hold
15
– – ﹤0.01% 3310
2021
Q4 		$0 Buy
+15
New +$508 ﹤0.01% 3253

Other funds holding SG

FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SignatureFD's SG Position: Q2 2026 in Review

SignatureFD increased its Sweetgreen (SG) stake by 9.9% in Q2 2026, buying an estimated $641 and bringing the position to 934 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

SignatureFD first reported a position in SG in Q4 2021 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • SignatureFD held 934 shares of Sweetgreen worth $8.23K as of Q2 2026.
  • SignatureFD bought 84 Sweetgreen shares in Q2 2026, an estimated $641.
  • Sweetgreen made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2710 holding.
  • SignatureFD first reported a position in Sweetgreen in Q4 2021 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.