Perigon Wealth Management’s Sweetgreen SG Stock Holding History

Perigon 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	$54.2K	Buy	+10,450	New	+$63.5K	﹤0.01%	1282
2025 Q2	–	Sell	-8,729	Closed	-$218K	–	1102
2025 Q1	$218K	Sell	8,729 -16	-0.2%	-$442	0.01%	933
2024 Q4	$291K	Buy	8,745 +16	+0.2%	+$596	0.01%	827
2024 Q3	$309K	Hold	8,729	–	–	0.01%	777
2024 Q2	$263K	Sell	8,729 -100	-1%	-$2.74K	0.01%	738
2024 Q1	$223K	Buy	+8,829	New	+$129K	0.01%	780

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in Sweetgreen (SG) in Q1 2026: 10,450 shares worth $54.2K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SG as recently as Q1 2025.

Perigon Wealth Management first reported a position in SG in Q1 2024 and has held it in 6 quarters since. The position peaked at $309K in Q3 2024. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

Perigon Wealth Management held 10,450 shares of Sweetgreen worth $54.2K as of Q1 2026.
Sweetgreen was a new Perigon Wealth Management position in Q1 2026.
Sweetgreen made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1282 holding.
Perigon Wealth Management first reported a position in Sweetgreen in Q1 2024 and has held it in 6 quarters since.
Perigon Wealth Management's Sweetgreen position peaked at $309K in Q3 2024.
229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.