Wellington Management Group
SG icon

Wellington Management Group’s Sweetgreen SG Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-1,063,916
Closed -$8.49M – 2058
2025
Q3 		$8.49M Sell
1,063,916
-4,840,613
-82% -$52.6M ﹤0.01% 1304
2025
Q2 		$87.9M Buy
5,904,529
+141,931
+2% +$2.34M 0.02% 559
2025
Q1 		$144M Buy
5,762,598
+1,330,094
+30% +$36.7M 0.03% 431
2024
Q4 		$142M Buy
4,432,504
+1,025,341
+30% +$38.2M 0.03% 450
2024
Q3 		$121M Buy
3,407,163
+236,874
+7% +$7.19M 0.02% 494
2024
Q2 		$95.6M Buy
3,170,289
+1,286,017
+68% +$35.3M 0.02% 552
2024
Q1 		$47.6M Buy
+1,884,272
New +$27.4M 0.01% 717
2023
Q4 		– Sell
-843,382
Closed -$9.91M – 1915
2023
Q3 		$9.91M Sell
843,382
-17,272
-2% -$240K ﹤0.01% 1111
2023
Q2 		$11M Buy
860,654
+150,491
+21% +$1.39M ﹤0.01% 1079
2023
Q1 		$5.57M Buy
+710,163
New +$6.25M ﹤0.01% 1252
2022
Q4 		– Sell
-633,236
Closed -$11.7M – 2106
2022
Q3 		$11.7M Buy
+633,236
New +$10.8M ﹤0.01% 1064

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's SG Position: Q4 2025 in Review

Wellington Management Group sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 1,063,916 shares — an estimated $8.49M sold.

Wellington Management Group first reported a position in SG in Q3 2022 and held it in 11 quarters. The position peaked at $144M in Q1 2025. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Wellington Management Group reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 1,063,916 Sweetgreen shares in Q4 2025, an estimated $8.49M.
  • Wellington Management Group first reported a position in Sweetgreen in Q3 2022 and held it in 11 quarters.
  • Wellington Management Group's Sweetgreen position peaked at $144M in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.