CWP
SG icon

Curated Wealth Partners’s Sweetgreen SG Stock Holding History

Curated Wealth Partners’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
-54,103
Closed -$281K – 885
2026
Q1 		$281K Hold
54,103
– – 0.04% 169
2025
Q4 		$366K Hold
54,103
– – 0.04% 140
2025
Q3 		$432K Hold
54,103
– – 0.05% 102
2025
Q2 		$805K Hold
54,103
– – 0.09% 70
2025
Q1 		$1.35M Hold
54,103
– – 0.18% 34
2024
Q4 		$1.73M Hold
54,103
– – 0.2% 30
2024
Q3 		$1.92M Hold
54,103
– – 0.25% 25
2024
Q2 		$1.63M Buy
+54,103
New +$1.48M 0.23% 27
2024
Q1 		– Sell
-72,138
Closed -$1.05M – 255
2023
Q4 		$815K Hold
72,138
– – 0.13% 57
2023
Q3 		$848K Buy
+72,138
New +$1M 0.15% 45

Other funds holding SG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return