CCWM
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Cassaday & Co Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Cassaday & Co Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339 Hold
4
– – ﹤0.01% 1167
2026
Q1 		$309 Buy
+4
New +$299 ﹤0.01% 1226

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cassaday & Co Wealth Management's SFM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Sprouts Farmers Market (SFM) position steady in Q2 2026 at 4 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Cassaday & Co Wealth Management first reported a position in SFM in Q1 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Sprouts Farmers Market worth $339 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sprouts Farmers Market share count unchanged in Q2 2026.
  • Sprouts Farmers Market made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1167 holding.
  • Cassaday & Co Wealth Management first reported a position in Sprouts Farmers Market in Q1 2026 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.