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Bogart Wealth LLC’s Sweetgreen SG Stock Holding History

Bogart Wealth LLC’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 		$35.2K Sell
4,000
-1,000
-20% -$7.63K ﹤0.01% 632
2026
Q1 		$25.9K Hold
5,000
– – ﹤0.01% 652
2025
Q4 		$33.8K Hold
5,000
– – ﹤0.01% 567
2025
Q3 		$39.9K Buy
5,000
+4,600
+1,150% +$50K ﹤0.01% 510
2025
Q2 		$5.95K Buy
+400
New +$6.59K ﹤0.01% 902

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

Bogart Wealth LLC's SG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Sweetgreen (SG) stake by 20% in Q2 2026, selling an estimated $7.63K and leaving 4,000 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Bogart Wealth LLC first reported a position in SG in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.9K in Q3 2025. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Bogart Wealth LLC held 4,000 shares of Sweetgreen worth $35.2K as of Q2 2026.
  • Bogart Wealth LLC sold 1,000 Sweetgreen shares in Q2 2026, an estimated $7.63K.
  • Sweetgreen made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #632 holding.
  • Bogart Wealth LLC first reported a position in Sweetgreen in Q2 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Sweetgreen position peaked at $39.9K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.