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Kingswood Wealth Advisors’s Sweetgreen SG Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-17,202
Closed -$116K – 964
2025
Q4 		$116K Buy
17,202
+2,715
+19% +$18.7K 0.01% 849
2025
Q3 		$116K Buy
14,487
+3,035
+27% +$33K 0.01% 780
2025
Q2 		$170K Buy
+11,452
New +$189K 0.01% 717

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

Kingswood Wealth Advisors's SG Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 17,202 shares — an estimated $116K sold.

Kingswood Wealth Advisors first reported a position in SG in Q2 2025 and held it in 3 quarters. The position peaked at $170K in Q2 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 17,202 Sweetgreen shares in Q1 2026, an estimated $116K.
  • Kingswood Wealth Advisors first reported a position in Sweetgreen in Q2 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Sweetgreen position peaked at $170K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.