Carson Wealth (CWM LLC)
SG icon

Carson Wealth (CWM LLC)’s Sweetgreen SG Stock Holding History

Carson Wealth (CWM 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
Q1 		$204K Buy
39,294
+31,961
+436% +$194K ﹤0.01% 2726
2025
Q4 		$50K Buy
7,333
+4,984
+212% +$34.3K ﹤0.01% 3608
2025
Q3 		$19K Buy
2,349
+1,508
+179% +$16.4K ﹤0.01% 4166
2025
Q2 		$13K Buy
841
+115
+16% +$1.9K ﹤0.01% 4177
2025
Q1 		$18K Sell
726
-788
-52% -$21.7K ﹤0.01% 3769
2024
Q4 		$49K Buy
1,514
+207
+16% +$7.71K ﹤0.01% 2825
2024
Q3 		$46K Buy
1,307
+534
+69% +$16.2K ﹤0.01% 2755
2024
Q2 		$23K Buy
773
+225
+41% +$6.17K ﹤0.01% 3032
2024
Q1 		$14K Buy
548
+48
+10% +$699 ﹤0.01% 3148
2023
Q4 		$6K Hold
500
– – ﹤0.01% 3456
2023
Q3 		$6K Hold
500
– – ﹤0.01% 3400
2023
Q2 		$6K Sell
500
-715
-59% -$6.62K ﹤0.01% 3378
2023
Q1 		$10K Sell
1,215
-218
-15% -$1.92K ﹤0.01% 2967
2022
Q4 		$12K Buy
1,433
+1,379
+2,554% +$20.1K ﹤0.01% 2718
2022
Q3 		$1K Sell
54
-34
-39% -$580 ﹤0.01% 3757
2022
Q2 		$1K Buy
+88
New +$1.86K ﹤0.01% 3633

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return