Fortitude Family Office’s Sweetgreen SG Stock Holding History

Fortitude Family Office’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 Q3	$4.06K	Buy	458 +364	+387%	+$2.52K	﹤0.01%	1676
2026 Q2	$828	Hold	94	–	–	﹤0.01%	1815
2026 Q1	$488	Buy	+94	New	+$571	﹤0.01%	1738
2025 Q2	–	Sell	-360	Closed	-$9.01K	–	2123
2025 Q1	$9.01K	Hold	360	–	–	﹤0.01%	566
2024 Q4	$11.5K	Hold	360	–	–	﹤0.01%	588
2024 Q3	$12.8K	Buy	+360	New	+$10.9K	0.01%	517

Other funds holding SG

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Fortitude Family Office's SG Position: Q3 2026 in Review

Fortitude Family Office increased its Sweetgreen (SG) stake by 387% in Q3 2026, buying an estimated $2.52K and bringing the position to 458 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Fortitude Family Office first reported a position in SG in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.8K in Q3 2024. 11 funds tracked by Wall St. Rank hold SG as of Q3 2026.

Fortitude Family Office held 458 shares of Sweetgreen worth $4.06K as of Q3 2026.
Fortitude Family Office bought 364 Sweetgreen shares in Q3 2026, an estimated $2.52K.
Sweetgreen made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1676 holding.
Fortitude Family Office first reported a position in Sweetgreen in Q3 2024 and has held it in 6 quarters since.
Fortitude Family Office's Sweetgreen position peaked at $12.8K in Q3 2024.
11 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.