Toth Financial Advisory’s Sweetgreen SG Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-5	Closed	-$75	–	821
2025 Q2	$75	Sell	5 -400	-99%	-$6.59K	﹤0.01%	721
2025 Q1	$10.1K	Hold	405	–	–	﹤0.01%	461
2024 Q4	$13K	Hold	405	–	–	﹤0.01%	436
2024 Q3	$14.4K	Buy	405 +5	+1%	+$152	﹤0.01%	420
2024 Q2	$12.1K	Hold	400	–	–	﹤0.01%	446
2024 Q1	$10.1K	Hold	400	–	–	﹤0.01%	458
2023 Q4	$4.52K	Hold	400	–	–	﹤0.01%	545
2023 Q3	$4.7K	Hold	400	–	–	﹤0.01%	540
2023 Q2	$5.13K	Hold	400	–	–	﹤0.01%	551
2023 Q1	$3.14K	Hold	400	–	–	﹤0.01%	598
2022 Q4	$3.43K	Hold	400	–	–	﹤0.01%	537
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	524
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	522
2022 Q1	$13K	Hold	400	–	–	﹤0.01%	440
2021 Q4	$13K	Buy	+400	New	+$13.5K	﹤0.01%	462

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toth Financial Advisory's SG Position: Q3 2025 in Review

Toth Financial Advisory sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 5 shares — an estimated $75 sold.

Toth Financial Advisory first reported a position in SG in Q4 2021 and held it in 15 quarters. The position peaked at $14.4K in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

Toth Financial Advisory reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 5 Sweetgreen shares in Q3 2025, an estimated $75.
Toth Financial Advisory first reported a position in Sweetgreen in Q4 2021 and held it in 15 quarters.
Toth Financial Advisory's Sweetgreen position peaked at $14.4K in Q3 2024.
238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.