Congress Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Congress 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
2025 Q2	$11.6M	Sell	70,724 -15,950	-18%	-$2.61M	0.11%	217
2025 Q1	$13.2M	Sell	86,674 -104,554	-55%	-$15.6M	0.16%	163
2024 Q4	$24.3M	Buy	191,228 +75,051	+65%	+$9.98M	0.33%	77
2024 Q3	$12.8M	Sell	116,177 -35,215	-23%	-$3.36M	0.17%	177
2024 Q2	$12.7M	Buy	151,392 +12,643	+9%	+$921K	0.2%	144
2024 Q1	$8.95M	Sell	138,749 -20,051	-13%	-$1.12M	0.15%	179
2023 Q4	$7.64M	Buy	158,800 +9,085	+6%	+$397K	0.14%	182
2023 Q3	$6.41M	Buy	149,715 +20,833	+16%	+$817K	0.13%	187
2023 Q2	$4.73M	Buy	128,882 +4,335	+3%	+$151K	0.11%	195
2023 Q1	$4.36M	Buy	+124,547	New	+$4.03M	0.11%	200

Other funds holding SFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Congress Wealth Management's SFM Position: Q2 2025 in Review

Congress Wealth Management reduced its Sprouts Farmers Market (SFM) stake by 18% in Q2 2025, selling an estimated $2.61M and leaving 70,724 shares worth $11.6M. The position accounts for 0.11% of the portfolio, ranked #217.

Congress Wealth Management first reported a position in SFM in Q1 2023 and has held it in 10 quarters since. The position peaked at $24.3M in Q4 2024. 768 funds tracked by Wall St. Rank hold SFM as of Q2 2025.

Congress Wealth Management held 70,724 shares of Sprouts Farmers Market worth $11.6M as of Q2 2025.
Congress Wealth Management sold 15,950 Sprouts Farmers Market shares in Q2 2025, an estimated $2.61M.
Sprouts Farmers Market made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #217 holding.
Congress Wealth Management first reported a position in Sprouts Farmers Market in Q1 2023 and has held it in 10 quarters since.
Congress Wealth Management's Sprouts Farmers Market position peaked at $24.3M in Q4 2024.
768 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.