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Synergy Investment Management’s Sprouts Farmers Market SFM Stock Holding History

Synergy Investment Management’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 		$4.23K Sell
50
-522
-91% -$42.2K ﹤0.01% 787
2026
Q1 		$44.1K Buy
+572
New +$42.7K 0.01% 299

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 40.91% 1-Year Est. Return

Synergy Investment Management's SFM Position: Q2 2026 in Review

Synergy Investment Management reduced its Sprouts Farmers Market (SFM) stake by 91% in Q2 2026, selling an estimated $42.2K and leaving 50 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Synergy Investment Management first reported a position in SFM in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.1K in Q1 2026. 641 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

  • Synergy Investment Management held 50 shares of Sprouts Farmers Market worth $4.23K as of Q2 2026.
  • Synergy Investment Management sold 522 Sprouts Farmers Market shares in Q2 2026, an estimated $42.2K.
  • Sprouts Farmers Market made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #787 holding.
  • Synergy Investment Management first reported a position in Sprouts Farmers Market in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Sprouts Farmers Market position peaked at $44.1K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.