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Summit Securities Group’s Sweetgreen SG Stock Holding History

Summit Securities 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 		$103K Buy
+11,691
New +$89.2K 0.01% 385
2026
Q1 		– Sell
-686
Closed -$4.64K – 1335
2025
Q4 		$4.64K Buy
+686
New +$4.71K ﹤0.01% 938
2023
Q1 		– Sell
-3,837
Closed -$33K – 1236
2022
Q4 		$33K Buy
+3,837
New +$55.9K ﹤0.01% 807

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

Summit Securities Group's SG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Sweetgreen (SG) in Q2 2026: 11,691 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SG as recently as Q4 2025.

Summit Securities Group first reported a position in SG in Q4 2022 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Summit Securities Group held 11,691 shares of Sweetgreen worth $103K as of Q2 2026.
  • Sweetgreen was a new Summit Securities Group position in Q2 2026.
  • Sweetgreen made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #385 holding.
  • Summit Securities Group first reported a position in Sweetgreen in Q4 2022 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.