Sequoia Financial Advisors’s Sprout Social SPT Stock Holding History

Sequoia Financial Advisors’s Portfolio SPT Stock Details SPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192K	Buy	+25,390	New	+$165K	﹤0.01%	1997

Other funds holding SPT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sequoia Financial Advisors's SPT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Sprout Social (SPT) in Q2 2026: 25,390 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1997 among its holdings.

14 funds tracked by Wall St. Rank hold SPT as of Q2 2026.

Sequoia Financial Advisors held 25,390 shares of Sprout Social worth $192K as of Q2 2026.
Sprout Social was a new Sequoia Financial Advisors position in Q2 2026.
Sprout Social made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1997 holding.
14 funds tracked by Wall St. Rank held Sprout Social as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.