HWM
SG icon

HighMark Wealth Management’s Sweetgreen SG Stock Holding History

HighMark 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 		$15.1K Hold
2,914
– – 0.01% 250
2025
Q4 		$19.7K Hold
2,914
– – 0.01% 242
2025
Q3 		$23.3K Buy
+2,914
New +$31.7K 0.01% 220

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighMark Wealth Management's SG Position: Q1 2026 in Review

HighMark Wealth Management held its Sweetgreen (SG) position steady in Q1 2026 at 2,914 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #250.

HighMark Wealth Management first reported a position in SG in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.3K in Q3 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • HighMark Wealth Management held 2,914 shares of Sweetgreen worth $15.1K as of Q1 2026.
  • HighMark Wealth Management left its Sweetgreen share count unchanged in Q1 2026.
  • Sweetgreen made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #250 holding.
  • HighMark Wealth Management first reported a position in Sweetgreen in Q3 2025 and has held it in 3 quarters since.
  • HighMark Wealth Management's Sweetgreen position peaked at $23.3K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.