Merkkuri Wealth Advisors’s Sweetgreen SG Stock Holding History

Merkkuri 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 Q2	–	Sell	-263	Closed	-$1.36K	–	293
2026 Q1	$1.36K	Buy	+263	New	+$1.6K	﹤0.01%	341

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Merkkuri Wealth Advisors's SG Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 263 shares — an estimated $1.36K sold.

Merkkuri Wealth Advisors first reported a position in SG in Q1 2026 and held it in 1 quarter. The position peaked at $1.36K in Q1 2026. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 263 Sweetgreen shares in Q2 2026, an estimated $1.36K.
Merkkuri Wealth Advisors first reported a position in Sweetgreen in Q1 2026 and held it in 1 quarter.
Merkkuri Wealth Advisors's Sweetgreen position peaked at $1.36K in Q1 2026.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.