Sunbelt Securities’s Sweetgreen SG Stock Holding History

Sunbelt Securities’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 Q1	$867	Buy	167 +92	+123%	+$559	﹤0.01%	2130
2025 Q4	$507	Buy	+75	New	+$515	﹤0.01%	2239

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Sunbelt Securities's SG Position: Q1 2026 in Review

Sunbelt Securities increased its Sweetgreen (SG) stake by 123% in Q1 2026, buying an estimated $559 and bringing the position to 167 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Sunbelt Securities first reported a position in SG in Q4 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

Sunbelt Securities held 167 shares of Sweetgreen worth $867 as of Q1 2026.
Sunbelt Securities bought 92 Sweetgreen shares in Q1 2026, an estimated $559.
Sweetgreen made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2130 holding.
Sunbelt Securities first reported a position in Sweetgreen in Q4 2025 and has held it in 2 quarters since.
230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.