Planning Strategies Inc.’s Sprouts Farmers Market SFM Stock Holding History

Planning Strategies Inc.’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	$846	Buy	+10	New	+$809	﹤0.01%	774

Other funds holding SFM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Planning Strategies Inc.'s SFM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sprouts Farmers Market (SFM) in Q2 2026: 10 shares worth $846. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

183 funds tracked by Wall St. Rank hold SFM as of Q2 2026.

Planning Strategies Inc. held 10 shares of Sprouts Farmers Market worth $846 as of Q2 2026.
Sprouts Farmers Market was a new Planning Strategies Inc. position in Q2 2026.
Sprouts Farmers Market made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #774 holding.
183 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.