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Estate Planners Group’s Sprouts Farmers Market SFM Stock Holding History

Estate Planners Group’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 		– Sell
-5,101
Closed -$393K – 82
2026
Q1 		$393K Buy
5,101
+4,259
+506% +$318K 0.19% 47
2025
Q4 		$67.1K Buy
+842
New +$75.5K 0.03% 122

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

Estate Planners Group's SFM Position: Q2 2026 in Review

Estate Planners Group sold out of Sprouts Farmers Market (SFM) in Q2 2026, closing a stake of 5,101 shares — an estimated $393K sold.

Estate Planners Group first reported a position in SFM in Q4 2025 and held it in 2 quarters. The position peaked at $393K in Q1 2026. 641 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Estate Planners Group reported no remaining Sprouts Farmers Market position as of Q2 2026 after selling out during the quarter.
  • Estate Planners Group sold 5,101 Sprouts Farmers Market shares in Q2 2026, an estimated $393K.
  • Estate Planners Group first reported a position in Sprouts Farmers Market in Q4 2025 and held it in 2 quarters.
  • Estate Planners Group's Sprouts Farmers Market position peaked at $393K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.