SummitTX Capital’s Sweetgreen SG Stock Holding History

SummitTX Capital’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	–	Sell	-18,833	Closed	-$97.7K	–	996
2026 Q1	$97.7K	Buy	+18,833	New	+$114K	﹤0.01%	713
2025 Q3	–	Sell	-18,976	Closed	-$282K	–	959
2025 Q2	$282K	Buy	+18,976	New	+$313K	0.01%	631

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SummitTX Capital's SG Position: Q2 2026 in Review

SummitTX Capital sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 18,833 shares — an estimated $97.7K sold.

SummitTX Capital first reported a position in SG in Q2 2025 and held it in 2 quarters. The position peaked at $282K in Q2 2025. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

SummitTX Capital reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 18,833 Sweetgreen shares in Q2 2026, an estimated $97.7K.
SummitTX Capital first reported a position in Sweetgreen in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Sweetgreen position peaked at $282K in Q2 2025.
234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.