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Steward Partners Investment Advisory’s Sweetgreen SG Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-35
Closed -$279 – 4451
2025
Q3 		$279 Buy
35
+7
+25% +$76 ﹤0.01% 4160
2025
Q2 		$417 Sell
28
-1,551
-98% -$25.6K ﹤0.01% 3973
2025
Q1 		$39.5K Buy
1,579
+551
+54% +$15.2K ﹤0.01% 2499
2024
Q4 		$33K Buy
1,028
+1,000
+3,571% +$37.3K ﹤0.01% 2554
2024
Q3 		$993 Buy
+28
New +$850 ﹤0.01% 3531

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's SG Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 35 shares — an estimated $279 sold.

Steward Partners Investment Advisory first reported a position in SG in Q3 2024 and held it in 5 quarters. The position peaked at $39.5K in Q1 2025. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 35 Sweetgreen shares in Q4 2025, an estimated $279.
  • Steward Partners Investment Advisory first reported a position in Sweetgreen in Q3 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Sweetgreen position peaked at $39.5K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.