Summit Trail Advisors’s Sprouts Farmers Market SFM Stock Holding History

Summit Trail Advisors’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	$755K	Buy	8,922 +785	+10%	+$63.5K	0.01%	1087
2026 Q1	$628K	Buy	8,137 +1,728	+27%	+$129K	0.01%	1095
2025 Q4	$511K	Buy	6,409 +1,564	+32%	+$140K	0.01%	1070
2025 Q3	$527K	Buy	4,845 +2,929	+153%	+$426K	0.01%	1066
2025 Q2	$315K	Sell	1,916 -51	-3%	-$8.33K	0.01%	904
2025 Q1	$300K	Buy	1,967 +288	+17%	+$42.9K	0.01%	327
2024 Q4	$213K	Buy	+1,679	New	+$223K	0.01%	343
2018 Q1	–	Sell	-112	Closed	-$3K	–	1439
2017 Q4	$3K	Buy	+112	New	+$2.37K	﹤0.01%	1565

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

Summit Trail Advisors's SFM Position: Q2 2026 in Review

Summit Trail Advisors increased its Sprouts Farmers Market (SFM) stake by 9.6% in Q2 2026, buying an estimated $63.5K and bringing the position to 8,922 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #1087.

Summit Trail Advisors first reported a position in SFM in Q4 2017 and has held it in 8 quarters since. 646 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

Summit Trail Advisors held 8,922 shares of Sprouts Farmers Market worth $755K as of Q2 2026.
Summit Trail Advisors bought 785 Sprouts Farmers Market shares in Q2 2026, an estimated $63.5K.
Sprouts Farmers Market made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1087 holding.
Summit Trail Advisors first reported a position in Sprouts Farmers Market in Q4 2017 and has held it in 8 quarters since.
646 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.