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Steigerwald Gordon & Koch’s Sweetgreen SG Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		– Sell
-30
Closed -$203 – 869
2025
Q4 		$203 Buy
+30
New +$206 ﹤0.01% 891

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steigerwald Gordon & Koch's SG Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 30 shares — an estimated $203 sold.

Steigerwald Gordon & Koch first reported a position in SG in Q4 2025 and held it in 1 quarter. The position peaked at $203 in Q4 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 30 Sweetgreen shares in Q1 2026, an estimated $203.
  • Steigerwald Gordon & Koch first reported a position in Sweetgreen in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Sweetgreen position peaked at $203 in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.