Acumen Wealth Advisors’s Sweetgreen SG Stock Holding History

Acumen Wealth Advisors’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	$256	Hold	29	–	–	﹤0.01%	467
2026 Q1	$151	Buy	+29	New	+$176	﹤0.01%	435

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Acumen Wealth Advisors's SG Position: Q2 2026 in Review

Acumen Wealth Advisors held its Sweetgreen (SG) position steady in Q2 2026 at 29 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Acumen Wealth Advisors first reported a position in SG in Q1 2026 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Acumen Wealth Advisors held 29 shares of Sweetgreen worth $256 as of Q2 2026.
Acumen Wealth Advisors left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Acumen Wealth Advisors first reported a position in Sweetgreen in Q1 2026 and has held it in 2 quarters since.
234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.