Beacon Harbor Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

Beacon Harbor Wealth 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
2025 Q4	–	Sell	-45,736	Closed	-$4.98M	–	81
2025 Q3	$4.98M	Sell	45,736 -1,052	-2%	-$153K	1.16%	42
2025 Q2	$7.7M	Sell	46,788 -8,777	-16%	-$1.43M	1.92%	14
2025 Q1	$8.48M	Sell	55,565 -2,578	-4%	-$384K	1.97%	13
2024 Q4	$7.39M	Buy	58,143 +170	+0.3%	+$22.6K	1.72%	19
2024 Q3	$6.4M	Buy	+57,973	New	+$5.53M	1.52%	33

Other funds holding SFM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SFM Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q4 2025, closing a stake of 45,736 shares — an estimated $4.98M sold.

Beacon Harbor Wealth Advisors first reported a position in SFM in Q3 2024 and held it in 5 quarters. The position peaked at $8.48M in Q1 2025. 638 funds tracked by Wall St. Rank hold SFM as of Q4 2025.

Beacon Harbor Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q4 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 45,736 Sprouts Farmers Market shares in Q4 2025, an estimated $4.98M.
Beacon Harbor Wealth Advisors first reported a position in Sprouts Farmers Market in Q3 2024 and held it in 5 quarters.
Beacon Harbor Wealth Advisors's Sprouts Farmers Market position peaked at $8.48M in Q1 2025.
638 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.