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Parkworth Wealth Management’s Sweetgreen SG Stock Holding History

Parkworth 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
2025
Q2 		$684 Hold
46
– – ﹤0.01% 537
2025
Q1 		$1.15K Hold
46
– – ﹤0.01% 238
2024
Q4 		$1.48K Buy
+46
New +$1.71K ﹤0.01% 222

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's SG Position: Q2 2025 in Review

Parkworth Wealth Management held its Sweetgreen (SG) position steady in Q2 2025 at 46 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Parkworth Wealth Management first reported a position in SG in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.48K in Q4 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Parkworth Wealth Management held 46 shares of Sweetgreen worth $684 as of Q2 2025.
  • Parkworth Wealth Management left its Sweetgreen share count unchanged in Q2 2025.
  • Sweetgreen made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #537 holding.
  • Parkworth Wealth Management first reported a position in Sweetgreen in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Sweetgreen position peaked at $1.48K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.