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Centurion Wealth Management’s Sweetgreen SG Stock Holding History

Centurion 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 		– Sell
-11,300
Closed -$58.6K – 316
2026
Q1 		$58.6K Buy
11,300
+250
+2% +$1.52K 0.01% 312
2025
Q4 		$74.7K Buy
+11,050
New +$75.9K 0.02% 307

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

Centurion Wealth Management's SG Position: Q2 2026 in Review

Centurion Wealth Management sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 11,300 shares — an estimated $58.6K sold.

Centurion Wealth Management first reported a position in SG in Q4 2025 and held it in 2 quarters. The position peaked at $74.7K in Q4 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Centurion Wealth Management reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 11,300 Sweetgreen shares in Q2 2026, an estimated $58.6K.
  • Centurion Wealth Management first reported a position in Sweetgreen in Q4 2025 and held it in 2 quarters.
  • Centurion Wealth Management's Sweetgreen position peaked at $74.7K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.