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True Wealth Design’s Sweetgreen SG Stock Holding History

True Wealth Design’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 		$1.53K Buy
174
+129
+287% +$985 ﹤0.01% 1814
2026
Q1 		$234 Buy
+45
New +$274 ﹤0.01% 2297
2025
Q3 		– Sell
-3
Closed -$45 – 2866
2025
Q2 		$45 Sell
3
-7
-70% -$115 ﹤0.01% 2404
2025
Q1 		$251 Buy
10
+6
+150% +$166 ﹤0.01% 1864
2024
Q4 		$129 Buy
+4
New +$149 ﹤0.01% 1264

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

True Wealth Design's SG Position: Q2 2026 in Review

True Wealth Design increased its Sweetgreen (SG) stake by 287% in Q2 2026, buying an estimated $985 and bringing the position to 174 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

True Wealth Design first reported a position in SG in Q4 2024 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • True Wealth Design held 174 shares of Sweetgreen worth $1.53K as of Q2 2026.
  • True Wealth Design bought 129 Sweetgreen shares in Q2 2026, an estimated $985.
  • Sweetgreen made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1814 holding.
  • True Wealth Design first reported a position in Sweetgreen in Q4 2024 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.