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Pinnacle Wealth Planning Services’s Sprouts Farmers Market SFM Stock Holding History

Pinnacle Wealth Planning Services’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 		$92.4K Hold
1,092
– – 0.01% 916
2026
Q1 		$84.2K Sell
1,092
-1,028
-48% -$76.7K 0.01% 885
2025
Q4 		$169K Sell
2,120
-1,860
-47% -$167K 0.02% 533
2025
Q3 		$433K Sell
3,980
-743
-16% -$108K 0.05% 243
2025
Q2 		$778K Sell
4,723
-12
-0.3% -$1.96K 0.1% 121
2025
Q1 		$723K Buy
4,735
+5
+0.1% +$746 0.11% 113
2024
Q4 		$601K Sell
4,730
-3,825
-45% -$508K 0.09% 135
2024
Q3 		$945K Buy
8,555
+1,212
+17% +$116K 0.13% 102
2024
Q2 		$614K Sell
7,343
-803
-10% -$58.5K 0.09% 145
2024
Q1 		$525K Buy
8,146
+84
+1% +$4.68K 0.08% 178
2023
Q4 		$388K Sell
8,062
-16
-0.2% -$700 0.06% 212
2023
Q3 		$346K Sell
8,078
-1,772
-18% -$69.5K 0.06% 222
2023
Q2 		$362K Sell
9,850
-214
-2% -$7.47K 0.06% 226
2023
Q1 		$353K Sell
10,064
-423
-4% -$13.7K 0.06% 237
2022
Q4 		$339K Buy
10,487
+16
+0.2% +$498 0.06% 238
2022
Q3 		$291K Buy
10,471
+156
+2% +$4.43K 0.05% 246
2022
Q2 		$261K Sell
10,315
-637
-6% -$17.7K 0.05% 275
2022
Q1 		$350K Buy
10,952
+477
+5% +$14.3K 0.06% 242
2021
Q4 		$311K Buy
+10,475
New +$262K 0.06% 257
2021
Q1 		– Sell
-10
Closed – – 1662
2020
Q4 		$0 Buy
+10
New +$205 ﹤0.01% 2305

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 40.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Sprouts Farmers Market (SFM) position steady in Q2 2026 at 1,092 shares worth $92.4K. The position accounts for 0.01% of the portfolio, ranked #916.

Pinnacle Wealth Planning Services first reported a position in SFM in Q4 2020 and has held it in 20 quarters since. The position peaked at $945K in Q3 2024. 646 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,092 shares of Sprouts Farmers Market worth $92.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Sprouts Farmers Market share count unchanged in Q2 2026.
  • Sprouts Farmers Market made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #916 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sprouts Farmers Market in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Sprouts Farmers Market position peaked at $945K in Q3 2024.
  • 646 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.