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Golden State Wealth Management’s Sweetgreen SG Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-150
Closed -$1.01K – 1715
2025
Q4 		$1.01K Hold
150
– – ﹤0.01% 1514
2025
Q3 		$1.2K Buy
+150
New +$1.63K ﹤0.01% 1482

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Golden State Wealth Management's SG Position: Q1 2026 in Review

Golden State Wealth Management sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 150 shares — an estimated $1.01K sold.

Golden State Wealth Management first reported a position in SG in Q3 2025 and held it in 2 quarters. The position peaked at $1.2K in Q3 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Golden State Wealth Management reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 150 Sweetgreen shares in Q1 2026, an estimated $1.01K.
  • Golden State Wealth Management first reported a position in Sweetgreen in Q3 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Sweetgreen position peaked at $1.2K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.