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Allworth Financial’s Sweetgreen SG Stock Holding History

Allworth Financial’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 		$11.4K Buy
1,291
+669
+108% +$5.11K ﹤0.01% 3627
2026
Q1 		$3.23K Sell
622
-81
-12% -$492 ﹤0.01% 4176
2025
Q4 		$4.75K Buy
703
+491
+232% +$3.38K ﹤0.01% 3742
2025
Q3 		$1.69K Sell
212
-1,421
-87% -$15.4K ﹤0.01% 4078
2025
Q2 		$24.3K Buy
1,633
+1,438
+737% +$23.7K ﹤0.01% 2403
2025
Q1 		$3.72K Buy
195
+23
+13% +$635 ﹤0.01% 2921
2024
Q4 		$5.02K Buy
172
+167
+3,340% +$6.22K ﹤0.01% 2762
2024
Q3 		$178 Sell
5
-1
-17% -$30 ﹤0.01% 3620
2024
Q2 		$146 Buy
+6
New +$165 ﹤0.01% 3583

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

Allworth Financial's SG Position: Q2 2026 in Review

Allworth Financial increased its Sweetgreen (SG) stake by 108% in Q2 2026, buying an estimated $5.11K and bringing the position to 1,291 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

Allworth Financial first reported a position in SG in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.3K in Q2 2025. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Allworth Financial held 1,291 shares of Sweetgreen worth $11.4K as of Q2 2026.
  • Allworth Financial bought 669 Sweetgreen shares in Q2 2026, an estimated $5.11K.
  • Sweetgreen made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3627 holding.
  • Allworth Financial first reported a position in Sweetgreen in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's Sweetgreen position peaked at $24.3K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.