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Strive Financial Group’s Sweetgreen SG Stock Holding History

Strive Financial Group’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 		$828 Buy
+94
New +$717 ﹤0.01% 712
2026
Q1 		– Sell
-94
Closed -$635 – 845
2025
Q4 		$635 Buy
+94
New +$646 ﹤0.01% 638

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Strive Financial Group's SG Position: Q2 2026 in Review

Strive Financial Group opened a new position in Sweetgreen (SG) in Q2 2026: 94 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in SG as recently as Q4 2025.

Strive Financial Group first reported a position in SG in Q4 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Strive Financial Group held 94 shares of Sweetgreen worth $828 as of Q2 2026.
  • Sweetgreen was a new Strive Financial Group position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #712 holding.
  • Strive Financial Group first reported a position in Sweetgreen in Q4 2025 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.