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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

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

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.