Clearstead Trust’s Sprouts Farmers Market SFM Stock Holding History

Clearstead Trust’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	$5.58K	Buy	66 +33	+100%	+$2.67K	﹤0.01%	754
2026 Q1	$2.55K	Buy	33 +6	+22%	+$448	﹤0.01%	857
2025 Q4	$2.15K	Sell	27 -2	-7%	-$179	﹤0.01%	891
2025 Q3	$3.16K	Hold	29	–	–	﹤0.01%	867
2025 Q2	$4.78K	Hold	29	–	–	﹤0.01%	762
2025 Q1	$4.43K	Buy	+29	New	+$4.32K	﹤0.01%	627
2021 Q1	–	Sell	-281	Closed	-$6K	–	155
2020 Q4	$6K	Hold	281	–	–	﹤0.01%	163
2020 Q3	$6K	Sell	281 -107	-28%	-$2.56K	﹤0.01%	140
2020 Q2	$10K	Buy	+388	New	+$8.88K	0.01%	142

Other funds holding SFM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clearstead Trust's SFM Position: Q2 2026 in Review

Clearstead Trust increased its Sprouts Farmers Market (SFM) stake by 100% in Q2 2026, buying an estimated $2.67K and bringing the position to 66 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Clearstead Trust first reported a position in SFM in Q2 2020 and has held it in 9 quarters since. The position peaked at $10K in Q2 2020. 641 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

Clearstead Trust held 66 shares of Sprouts Farmers Market worth $5.58K as of Q2 2026.
Clearstead Trust bought 33 Sprouts Farmers Market shares in Q2 2026, an estimated $2.67K.
Sprouts Farmers Market made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #754 holding.
Clearstead Trust first reported a position in Sprouts Farmers Market in Q2 2020 and has held it in 9 quarters since.
Clearstead Trust's Sprouts Farmers Market position peaked at $10K in Q2 2020.
641 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.