Stephens Consulting’s Sweetgreen SG Stock Holding History

Stephens Consulting’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	-30	Closed	-$751	–	1862
2025 Q1	$751	Buy	+30	New	+$828	﹤0.01%	783

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's SG Position: Q2 2025 in Review

Stephens Consulting sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 30 shares — an estimated $751 sold.

Stephens Consulting first reported a position in SG in Q1 2025 and held it in 1 quarter. The position peaked at $751 in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

Stephens Consulting reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 Sweetgreen shares in Q2 2025, an estimated $751.
Stephens Consulting first reported a position in Sweetgreen in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Sweetgreen position peaked at $751 in Q1 2025.
253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.