Corient Private Wealth
SG icon

Corient Private Wealth’s Sweetgreen SG Stock Holding History

Corient Private Wealth’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 		$1.38M Buy
157,133
+310
+0.2% +$2.37K ﹤0.01% 1600
2026
Q1 		$782K Buy
+156,823
New +$953K ﹤0.01% 1786
2024
Q4 		– Sell
-10,994
Closed -$390K – 2516
2024
Q3 		$390K Buy
+10,994
New +$334K ﹤0.01% 1879

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

Corient Private Wealth's SG Position: Q2 2026 in Review

Corient Private Wealth increased its Sweetgreen (SG) stake by 0.2% in Q2 2026, buying an estimated $2.37K and bringing the position to 157,133 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Corient Private Wealth first reported a position in SG in Q3 2024 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Corient Private Wealth held 157,133 shares of Sweetgreen worth $1.38M as of Q2 2026.
  • Corient Private Wealth bought 310 Sweetgreen shares in Q2 2026, an estimated $2.37K.
  • Sweetgreen made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1600 holding.
  • Corient Private Wealth first reported a position in Sweetgreen in Q3 2024 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.