Physician Wealth Advisors’s Sweetgreen SG Stock Holding History

Physician 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	$1.88K	Hold	213	–	–	﹤0.01%	1537
2026 Q1	$1.11K	Buy	+213	New	+$1.29K	﹤0.01%	1620
2025 Q3	–	Sell	-52	Closed	-$774	–	2037
2025 Q2	$774	Buy	+52	New	+$857	﹤0.01%	1568

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

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

Physician Wealth Advisors held its Sweetgreen (SG) position steady in Q2 2026 at 213 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Physician Wealth Advisors first reported a position in SG in Q2 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Physician Wealth Advisors held 213 shares of Sweetgreen worth $1.88K as of Q2 2026.
Physician Wealth Advisors left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1537 holding.
Physician Wealth Advisors first reported a position in Sweetgreen in Q2 2025 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.