Integrated Wealth Concepts’s Sprouts Farmers Market SFM Stock Holding History

Integrated Wealth Concepts’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	$1.07M	Sell	12,601 -1,465	-10%	-$118K	0.01%	1180
2026 Q1	$1.08M	Buy	+14,066	New	+$1.05M	0.01%	1058
2025 Q4	–	Sell	-3,772	Closed	-$410K	–	1981
2025 Q3	$410K	Buy	3,772 +731	+24%	+$106K	﹤0.01%	1456
2025 Q2	$501K	Sell	3,041 -1,824	-37%	-$298K	0.01%	1271
2025 Q1	$743K	Sell	4,865 -361	-7%	-$53.8K	0.01%	962
2024 Q4	$664K	Buy	5,226 +112	+2%	+$14.9K	0.01%	997
2024 Q3	$565K	Buy	5,114 +1,040	+26%	+$99.2K	0.01%	1030
2024 Q2	$341K	Buy	4,074 +83	+2%	+$6.05K	﹤0.01%	1248
2024 Q1	$257K	Buy	+3,991	New	+$222K	﹤0.01%	1402

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 40.89% 1-Year Est. Return

Integrated Wealth Concepts's SFM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Sprouts Farmers Market (SFM) stake by 10% in Q2 2026, selling an estimated $118K and leaving 12,601 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1180.

Integrated Wealth Concepts first reported a position in SFM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2026. 648 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

Integrated Wealth Concepts held 12,601 shares of Sprouts Farmers Market worth $1.07M as of Q2 2026.
Integrated Wealth Concepts sold 1,465 Sprouts Farmers Market shares in Q2 2026, an estimated $118K.
Sprouts Farmers Market made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1180 holding.
Integrated Wealth Concepts first reported a position in Sprouts Farmers Market in Q1 2024 and has held it in 9 quarters since.
Integrated Wealth Concepts's Sprouts Farmers Market position peaked at $1.08M in Q1 2026.
648 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.