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TD Private Client Wealth’s Sweetgreen SG Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-116
Closed -$784 – 1728
2025
Q4 		$784 Buy
116
+66
+132% +$454 ﹤0.01% 1414
2025
Q3 		$399 Buy
+50
New +$544 ﹤0.01% 1484

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Private Client Wealth's SG Position: Q1 2026 in Review

TD Private Client Wealth sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 116 shares — an estimated $784 sold.

TD Private Client Wealth first reported a position in SG in Q3 2025 and held it in 2 quarters. The position peaked at $784 in Q4 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • TD Private Client Wealth reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 116 Sweetgreen shares in Q1 2026, an estimated $784.
  • TD Private Client Wealth first reported a position in Sweetgreen in Q3 2025 and held it in 2 quarters.
  • TD Private Client Wealth's Sweetgreen position peaked at $784 in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.