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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

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

Wealthcare Advisory Partners's SG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Sweetgreen (SG) stake by 1.7% in Q2 2026, buying an estimated $5.45K and bringing the position to 41,687 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #806.

Wealthcare Advisory Partners first reported a position in SG in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Wealthcare Advisory Partners held 41,687 shares of Sweetgreen worth $367K as of Q2 2026.
  • Wealthcare Advisory Partners bought 714 Sweetgreen shares in Q2 2026, an estimated $5.45K.
  • Sweetgreen made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #806 holding.
  • Wealthcare Advisory Partners first reported a position in Sweetgreen in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.