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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
Q3 		– Sell
-174
Closed -$1.53K – 2761
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

CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's SG Position: Q3 2026 in Review

True Wealth Design sold out of Sweetgreen (SG) in Q3 2026, closing a stake of 174 shares — an estimated $1.53K sold.

True Wealth Design first reported a position in SG in Q4 2024 and held it in 5 quarters. The position peaked at $1.53K in Q2 2026. 11 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • True Wealth Design reported no remaining Sweetgreen position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 174 Sweetgreen shares in Q3 2026, an estimated $1.53K.
  • True Wealth Design first reported a position in Sweetgreen in Q4 2024 and held it in 5 quarters.
  • True Wealth Design's Sweetgreen position peaked at $1.53K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.