Bartlett & Co Wealth Management’s Sweetgreen SG Stock Holding History

Bartlett & Co Wealth Management’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	$4.41K	Hold	500	–	–	﹤0.01%	1102
2026 Q1	$3.37K	Hold	500	–	–	﹤0.01%	1063
2025 Q4	$3.38K	Hold	500	–	–	﹤0.01%	1068
2025 Q3	$3.99K	Hold	500	–	–	﹤0.01%	1034
2025 Q2	$7.44K	Buy	500 +400	+400%	+$6.59K	﹤0.01%	947
2025 Q1	$2.5K	Buy	+100	New	+$2.76K	﹤0.01%	1051
2022 Q3	–	Sell	-133	Closed	-$1.55K	–	1259
2022 Q2	$1.55K	Buy	+133	New	+$2.81K	﹤0.01%	1209

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

Bartlett & Co Wealth Management's SG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Sweetgreen (SG) position steady in Q2 2026 at 500 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Bartlett & Co Wealth Management first reported a position in SG in Q2 2022 and has held it in 7 quarters since. The position peaked at $7.44K in Q2 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Bartlett & Co Wealth Management held 500 shares of Sweetgreen worth $4.41K as of Q2 2026.
Bartlett & Co Wealth Management left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1102 holding.
Bartlett & Co Wealth Management first reported a position in Sweetgreen in Q2 2022 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's Sweetgreen position peaked at $7.44K in Q2 2025.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.