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Xponance’s Sweetgreen SG Stock Holding History

Xponance’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 		$90K Buy
+10,210
New +$77.9K ﹤0.01% 1734
2025
Q1 		– Sell
-7,185
Closed -$230K – 1473
2024
Q4 		$230K Buy
7,185
+702
+11% +$26.2K ﹤0.01% 1240
2024
Q3 		$230K Buy
+6,483
New +$197K ﹤0.01% 1184

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

Xponance's SG Position: Q2 2026 in Review

Xponance opened a new position in Sweetgreen (SG) in Q2 2026: 10,210 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings. This is a return to the name: Xponance previously reported a position in SG as recently as Q4 2024.

Xponance first reported a position in SG in Q3 2024 and has held it in 3 quarters since. The position peaked at $230K in Q4 2024. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Xponance held 10,210 shares of Sweetgreen worth $90K as of Q2 2026.
  • Sweetgreen was a new Xponance position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1734 holding.
  • Xponance first reported a position in Sweetgreen in Q3 2024 and has held it in 3 quarters since.
  • Xponance's Sweetgreen position peaked at $230K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.