Focus Partners Wealth
SG icon

Focus Partners Wealth’s Sweetgreen SG Stock Holding History

Focus Partners Wealth’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 		$127K Buy
+14,439
New +$110K ﹤0.01% 2580
2026
Q1 		– Sell
-11,600
Closed -$78.4K – 2820
2025
Q4 		$78.4K Buy
+11,600
New +$79.7K ﹤0.01% 2576

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

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

Focus Partners Wealth opened a new position in Sweetgreen (SG) in Q2 2026: 14,439 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in SG as recently as Q4 2025.

Focus Partners Wealth first reported a position in SG in Q4 2025 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Focus Partners Wealth held 14,439 shares of Sweetgreen worth $127K as of Q2 2026.
  • Sweetgreen was a new Focus Partners Wealth position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2580 holding.
  • Focus Partners Wealth first reported a position in Sweetgreen in Q4 2025 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.