Wellington Management Group
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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
2026
Q2 		$4.56M Buy
+517,202
New +$3.95M ﹤0.01% 1465
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 $110B AUM 4.8% 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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group's SG Position: Q2 2026 in Review

Wellington Management Group opened a new position in Sweetgreen (SG) in Q2 2026: 517,202 shares worth $4.56M. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in SG as recently as Q3 2025.

Wellington Management Group first reported a position in SG in Q3 2022 and has held it in 12 quarters since. The position peaked at $144M in Q1 2025. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Wellington Management Group held 517,202 shares of Sweetgreen worth $4.56M as of Q2 2026.
  • Sweetgreen was a new Wellington Management Group position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1465 holding.
  • Wellington Management Group first reported a position in Sweetgreen in Q3 2022 and has held it in 12 quarters since.
  • Wellington Management Group's Sweetgreen position peaked at $144M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.