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EverSource Wealth Advisors’s Sweetgreen SG Stock Holding History

EverSource Wealth Advisors’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 		$24.4K Buy
2,766
+256
+10% +$1.95K ﹤0.01% 2288
2026
Q1 		$13K Buy
2,510
+2,352
+1,489% +$14.3K ﹤0.01% 2771
2025
Q4 		$1.07K Buy
+158
New +$1.09K ﹤0.01% 3692
2025
Q3 		– Sell
-34
Closed -$506 – 4455
2025
Q2 		$506 Buy
34
+26
+325% +$429 ﹤0.01% 3896
2025
Q1 		$200 Sell
8
-34
-81% -$938 ﹤0.01% 3704
2024
Q4 		$1.35K Buy
+42
New +$1.56K ﹤0.01% 2869

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

EverSource Wealth Advisors's SG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Sweetgreen (SG) stake by 10% in Q2 2026, buying an estimated $1.95K and bringing the position to 2,766 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

EverSource Wealth Advisors first reported a position in SG in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • EverSource Wealth Advisors held 2,766 shares of Sweetgreen worth $24.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 256 Sweetgreen shares in Q2 2026, an estimated $1.95K.
  • Sweetgreen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2288 holding.
  • EverSource Wealth Advisors first reported a position in Sweetgreen in Q4 2024 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.