Wealth Enhancement Advisory Services
SG icon

Wealth Enhancement Advisory Services’s Sweetgreen SG Stock Holding History

Wealth Enhancement Advisory Services’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 		$323K Buy
38,656
+16,896
+78% +$129K ﹤0.01% 3128
2026
Q1 		$117K Buy
+21,760
New +$132K ﹤0.01% 3286
2025
Q3 		– Sell
-13,087
Closed -$192K – 3689
2025
Q2 		$192K Sell
13,087
-1,125
-8% -$18.5K ﹤0.01% 3010
2025
Q1 		$356K Sell
14,212
-14,979
-51% -$413K ﹤0.01% 2311
2024
Q4 		$936K Buy
29,191
+1,278
+5% +$47.6K ﹤0.01% 1589
2024
Q3 		$990K Buy
27,913
+537
+2% +$16.3K ﹤0.01% 1405
2024
Q2 		$825K Buy
+27,376
New +$751K ﹤0.01% 1370

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

Wealth Enhancement Advisory Services's SG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sweetgreen (SG) stake by 78% in Q2 2026, buying an estimated $129K and bringing the position to 38,656 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Wealth Enhancement Advisory Services first reported a position in SG in Q2 2024 and has held it in 7 quarters since. The position peaked at $990K in Q3 2024. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,656 shares of Sweetgreen worth $323K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,896 Sweetgreen shares in Q2 2026, an estimated $129K.
  • Sweetgreen made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3128 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sweetgreen in Q2 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Sweetgreen position peaked at $990K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.