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 Q2	$109K	Buy	12,415 +1,965	+19%	+$15K	﹤0.01%	1397
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 $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

Perigon Wealth Management's SG Position: Q2 2026 in Review

Perigon Wealth Management increased its Sweetgreen (SG) stake by 19% in Q2 2026, buying an estimated $15K and bringing the position to 12,415 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Perigon Wealth Management first reported a position in SG in Q1 2024 and has held it in 7 quarters since. The position peaked at $309K in Q3 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Perigon Wealth Management held 12,415 shares of Sweetgreen worth $109K as of Q2 2026.
Perigon Wealth Management bought 1,965 Sweetgreen shares in Q2 2026, an estimated $15K.
Sweetgreen made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1397 holding.
Perigon Wealth Management first reported a position in Sweetgreen in Q1 2024 and has held it in 7 quarters since.
Perigon Wealth Management's Sweetgreen position peaked at $309K in Q3 2024.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.