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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Integrated Wealth Concepts's SFM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Sprouts Farmers Market (SFM) in Q1 2026: 14,066 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SFM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in SFM in Q1 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

Integrated Wealth Concepts held 14,066 shares of Sprouts Farmers Market worth $1.08M as of Q1 2026.
Sprouts Farmers Market was a new Integrated Wealth Concepts position in Q1 2026.
Sprouts Farmers Market made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1058 holding.
Integrated Wealth Concepts first reported a position in Sprouts Farmers Market in Q1 2024 and has held it in 8 quarters since.
634 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.