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Sequoia Financial Advisors’s Sweetgreen SG Stock Holding History

Sequoia Financial 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 		$89.9K Buy
+10,202
New +$77.9K ﹤0.01% 2084
2025
Q2 		– Sell
-13,280
Closed -$332K – 1634
2025
Q1 		$332K Buy
13,280
+4,474
+51% +$123K ﹤0.01% 1021
2024
Q4 		$282K Buy
+8,806
New +$328K ﹤0.01% 1051
2024
Q1 		– Sell
-28,552
Closed -$323K – 1272
2023
Q4 		$323K Buy
+28,552
New +$300K ﹤0.01% 896

Other funds holding SG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sequoia Financial Advisors's SG Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Sweetgreen (SG) in Q2 2026: 10,202 shares worth $89.9K. The stake represents ﹤0.01% of the portfolio and ranks #2084 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in SG as recently as Q1 2025.

Sequoia Financial Advisors first reported a position in SG in Q4 2023 and has held it in 4 quarters since. The position peaked at $332K in Q1 2025. 13 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Sequoia Financial Advisors held 10,202 shares of Sweetgreen worth $89.9K as of Q2 2026.
  • Sweetgreen was a new Sequoia Financial Advisors position in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2084 holding.
  • Sequoia Financial Advisors first reported a position in Sweetgreen in Q4 2023 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Sweetgreen position peaked at $332K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.