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Holistic Planning’s Sprouts Farmers Market SFM Stock Holding History

Holistic Planning’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
Q3 		– Sell
-1,676
Closed -$276K – 238
2025
Q2 		$276K Hold
1,676
– – 0.08% 181
2025
Q1 		$256K Hold
1,676
– – 0.09% 155
2024
Q4 		$213K Buy
+1,676
New +$223K 0.08% 164

Other funds holding SFM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holistic Planning's SFM Position: Q3 2025 in Review

Holistic Planning sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 1,676 shares — an estimated $276K sold.

Holistic Planning first reported a position in SFM in Q4 2024 and held it in 3 quarters. The position peaked at $276K in Q2 2025. 714 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

  • Holistic Planning reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
  • Holistic Planning sold 1,676 Sprouts Farmers Market shares in Q3 2025, an estimated $276K.
  • Holistic Planning first reported a position in Sprouts Farmers Market in Q4 2024 and held it in 3 quarters.
  • Holistic Planning's Sprouts Farmers Market position peaked at $276K in Q2 2025.
  • 714 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on Holistic Planning's 13F filing for Q3 2025, filed 4 Nov 2025.