WAP
SG icon

Wealthcare Advisory Partners’s Sweetgreen SG Stock Holding History

Wealthcare Advisory Partners’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 		$367K Buy
41,687
+714
+2% +$5.45K 0.01% 806
2026
Q1 		$213K Buy
+40,973
New +$249K ﹤0.01% 1001

Other funds holding SG

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return