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Total Wealth Planning & Management’s Sprouts Farmers Market SFM Stock Holding History

Total Wealth Planning & 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
2025
Q2 		$640K Sell
3,890
-534
-12% -$87.2K 0.52% 59
2025
Q1 		$675K Sell
4,424
-397
-8% -$59.2K 0.64% 42
2024
Q4 		$613K Buy
+4,821
New +$641K 0.56% 50

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Total Wealth Planning & Management's SFM Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its Sprouts Farmers Market (SFM) stake by 12% in Q2 2025, selling an estimated $87.2K and leaving 3,890 shares worth $640K. The position accounts for 0.52% of the portfolio, ranked #59.

Total Wealth Planning & Management first reported a position in SFM in Q4 2024 and has held it in 3 quarters since. The position peaked at $675K in Q1 2025. 768 funds tracked by Wall St. Rank hold SFM as of Q2 2025.

  • Total Wealth Planning & Management held 3,890 shares of Sprouts Farmers Market worth $640K as of Q2 2025.
  • Total Wealth Planning & Management sold 534 Sprouts Farmers Market shares in Q2 2025, an estimated $87.2K.
  • Sprouts Farmers Market made up 0.52% of Total Wealth Planning & Management's portfolio in Q2 2025, its #59 holding.
  • Total Wealth Planning & Management first reported a position in Sprouts Farmers Market in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Sprouts Farmers Market position peaked at $675K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.