Wealthspire Advisors (New York)’s Sweetgreen SG Stock Holding History

Wealthspire Advisors (New York)’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	$264K	Hold	29,914	–	–	﹤0.01%	1038
2026 Q1	$155K	Buy	29,914 +17,456	+140%	+$106K	﹤0.01%	881
2025 Q4	$84.2K	Sell	12,458 -775	-6%	-$5.33K	﹤0.01%	1003
2025 Q3	$106K	Hold	13,233	–	–	﹤0.01%	993
2025 Q2	$197K	Buy	13,233 +175	+1%	+$2.88K	﹤0.01%	801
2025 Q1	$327K	Hold	13,058	–	–	﹤0.01%	620
2024 Q4	$419K	Sell	13,058 -1	-0%	-$37	﹤0.01%	561
2024 Q3	$463K	Sell	13,059 -1,854	-12%	-$56.3K	﹤0.01%	510
2024 Q2	$449K	Buy	14,913 +1	+0%	+$27	0.01%	453
2024 Q1	$377K	Hold	14,912	–	–	0.01%	481
2023 Q4	$169K	Buy	14,912 +800	+6%	+$8.42K	﹤0.01%	625
2023 Q3	$166K	Hold	14,112	–	–	﹤0.01%	573
2023 Q2	$181K	Hold	14,112	–	–	﹤0.01%	535
2023 Q1	$111K	Hold	14,112	–	–	﹤0.01%	515
2022 Q4	$121K	Hold	14,112	–	–	﹤0.01%	554
2022 Q3	$261K	Hold	14,112	–	–	0.01%	435
2022 Q2	$164K	Buy	+14,112	New	+$298K	﹤0.01%	475

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s SG Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Sweetgreen (SG) position steady in Q2 2026 at 29,914 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Wealthspire Advisors (New York) first reported a position in SG in Q2 2022 and has held it in 17 quarters since. The position peaked at $463K in Q3 2024. 237 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Wealthspire Advisors (New York) held 29,914 shares of Sweetgreen worth $264K as of Q2 2026.
Wealthspire Advisors (New York) left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1038 holding.
Wealthspire Advisors (New York) first reported a position in Sweetgreen in Q2 2022 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s Sweetgreen position peaked at $463K in Q3 2024.
237 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.