Baldwin Wealth Partners’s Sprouts Farmers Market SFM Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-2,569	Closed	-$326K	–	245
2024 Q4	$326K	Sell	2,569 -2,506	-49%	-$333K	0.02%	183
2024 Q3	$560K	Buy	5,075 +3,815	+303%	+$364K	0.04%	182
2024 Q2	$105K	Hold	1,260	–	–	0.01%	256
2024 Q1	$81.2K	Hold	1,260	–	–	0.01%	298
2023 Q4	$60.6K	Buy	1,260 +210	+20%	+$9.19K	﹤0.01%	357
2023 Q3	$44.9K	Hold	1,050	–	–	﹤0.01%	409
2023 Q2	$38.6K	Hold	1,050	–	–	﹤0.01%	447
2023 Q1	$36.8K	Hold	1,050	–	–	﹤0.01%	459
2022 Q4	$34K	Buy	1,050 +650	+163%	+$20.2K	﹤0.01%	471
2022 Q3	$11K	Buy	+400	New	+$11.4K	﹤0.01%	512

Other funds holding SFM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's SFM Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of Sprouts Farmers Market (SFM) in Q1 2025, closing a stake of 2,569 shares — an estimated $326K sold.

Baldwin Wealth Partners first reported a position in SFM in Q3 2022 and held it in 10 quarters. The position peaked at $560K in Q3 2024. 716 funds tracked by Wall St. Rank hold SFM as of Q1 2025.

Baldwin Wealth Partners reported no remaining Sprouts Farmers Market position as of Q1 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 2,569 Sprouts Farmers Market shares in Q1 2025, an estimated $326K.
Baldwin Wealth Partners first reported a position in Sprouts Farmers Market in Q3 2022 and held it in 10 quarters.
Baldwin Wealth Partners's Sprouts Farmers Market position peaked at $560K in Q3 2024.
716 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.