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Tidal Investments’s Sweetgreen SG Stock Holding History

Tidal Investments’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
-23,878
Closed -$191K – 2317
2025
Q3 		$191K Buy
23,878
+1,352
+6% +$14.7K ﹤0.01% 1946
2025
Q2 		$335K Sell
22,526
-1,560
-6% -$25.7K ﹤0.01% 1604
2025
Q1 		$603K Sell
24,086
-3,743
-13% -$103K ﹤0.01% 1225
2024
Q4 		$892K Sell
27,829
-242,312
-90% -$9.03M 0.01% 1065
2024
Q3 		$9.58M Buy
270,141
+241,652
+848% +$7.34M 0.1% 200
2024
Q2 		$859K Buy
+28,489
New +$781K 0.01% 976

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments's SG Position: Q4 2025 in Review

Tidal Investments sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 23,878 shares — an estimated $191K sold.

Tidal Investments first reported a position in SG in Q2 2024 and held it in 6 quarters. The position peaked at $9.58M in Q3 2024. 236 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Tidal Investments reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 23,878 Sweetgreen shares in Q4 2025, an estimated $191K.
  • Tidal Investments first reported a position in Sweetgreen in Q2 2024 and held it in 6 quarters.
  • Tidal Investments's Sweetgreen position peaked at $9.58M in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.