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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
2024
Q2 		– Sell
-72,138
Closed -$1.82M – 241
2024
Q1 		$1.82M Buy
+72,138
New +$1.05M 0.27% 23

Other funds holding SG

FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Curated Wealth Partners sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 54,103 shares — an estimated $281K sold.

Curated Wealth Partners first reported a position in SG in Q3 2023 and held it in 10 quarters. The position peaked at $1.92M in Q3 2024. 34 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Curated Wealth Partners reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 54,103 Sweetgreen shares in Q2 2026, an estimated $281K.
  • Curated Wealth Partners first reported a position in Sweetgreen in Q3 2023 and held it in 10 quarters.
  • Curated Wealth Partners's Sweetgreen position peaked at $1.92M in Q3 2024.
  • 34 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.