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Optimize Financial’s Sprouts Farmers Market SFM Stock Holding History

Optimize Financial’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 		– Sell
-4,369
Closed -$348K – 437
2025
Q4 		$348K Buy
4,369
+60
+1% +$5.38K 0.18% 236
2025
Q3 		$469K Buy
+4,309
New +$627K 0.24% 130

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's SFM Position: Q1 2026 in Review

Optimize Financial sold out of Sprouts Farmers Market (SFM) in Q1 2026, closing a stake of 4,369 shares — an estimated $348K sold.

Optimize Financial first reported a position in SFM in Q3 2025 and held it in 2 quarters. The position peaked at $469K in Q3 2025. 634 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Optimize Financial reported no remaining Sprouts Farmers Market position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,369 Sprouts Farmers Market shares in Q1 2026, an estimated $348K.
  • Optimize Financial first reported a position in Sprouts Farmers Market in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Sprouts Farmers Market position peaked at $469K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.