Fortis Group Advisors’s Sweetgreen SG Stock Holding History

Fortis Group 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	$977K	Buy	+110,891	New	+$846K	0.16%	137

Other funds holding SG

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

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Fortis Group Advisors's SG Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in Sweetgreen (SG) in Q2 2026: 110,891 shares worth $977K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings.

32 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Fortis Group Advisors held 110,891 shares of Sweetgreen worth $977K as of Q2 2026.
Sweetgreen was a new Fortis Group Advisors position in Q2 2026.
Sweetgreen made up 0.16% of Fortis Group Advisors's portfolio in Q2 2026, its #137 holding.
32 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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