PWA
SG icon

Primoris Wealth Advisors’s Sweetgreen SG Stock Holding History

Primoris 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 		$88.1K Buy
+10,000
New +$76.3K 0.04% 119

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

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

Primoris Wealth Advisors opened a new position in Sweetgreen (SG) in Q2 2026: 10,000 shares worth $88.1K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Primoris Wealth Advisors held 10,000 shares of Sweetgreen worth $88.1K as of Q2 2026.
  • Sweetgreen was a new Primoris Wealth Advisors position in Q2 2026.
  • Sweetgreen made up 0.04% of Primoris Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.