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	$477K	Hold	54,103	–	–	0.06%	111
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	–	244
2023 Q4	$815K	Hold	72,138	–	–	0.13%	57
2023 Q3	$848K	Buy	+72,138	New	+$1M	0.15%	45

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Curated Wealth Partners's SG Position: Q2 2026 in Review

Curated Wealth Partners held its Sweetgreen (SG) position steady in Q2 2026 at 54,103 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #111.

Curated Wealth Partners first reported a position in SG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Curated Wealth Partners held 54,103 shares of Sweetgreen worth $477K as of Q2 2026.
Curated Wealth Partners left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #111 holding.
Curated Wealth Partners first reported a position in Sweetgreen in Q3 2023 and has held it in 11 quarters since.
Curated Wealth Partners's Sweetgreen position peaked at $1.92M in Q3 2024.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.