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Pinnacle Wealth Planning Services’s Sweetgreen SG Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.55K Hold
289
– – ﹤0.01% 2424
2026
Q1 		$1.5K Buy
+289
New +$1.76K ﹤0.01% 2494

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's SG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Sweetgreen (SG) position steady in Q2 2026 at 289 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Pinnacle Wealth Planning Services first reported a position in SG in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 289 shares of Sweetgreen worth $2.55K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2424 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sweetgreen in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.