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Onyx Bridge Wealth Group’s Sweetgreen SG Stock Holding History

Onyx Bridge Wealth Group’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 		$90.7K Sell
10,300
-500
-5% -$3.82K 0.01% 377
2026
Q1 		$56.1K Buy
+10,800
New +$65.7K 0.01% 367
2025
Q4 		– Sell
-12,798
Closed -$102K – 382
2025
Q3 		$102K Buy
+12,798
New +$139K 0.01% 355

Other funds holding SG

C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Onyx Bridge Wealth Group's SG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Sweetgreen (SG) stake by 4.6% in Q2 2026, selling an estimated $3.82K and leaving 10,300 shares worth $90.7K. The position accounts for 0.01% of the portfolio, ranked #377.

Onyx Bridge Wealth Group first reported a position in SG in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q3 2025. 40 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,300 shares of Sweetgreen worth $90.7K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 500 Sweetgreen shares in Q2 2026, an estimated $3.82K.
  • Sweetgreen made up 0.01% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #377 holding.
  • Onyx Bridge Wealth Group first reported a position in Sweetgreen in Q3 2025 and has held it in 3 quarters since.
  • Onyx Bridge Wealth Group's Sweetgreen position peaked at $102K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.