Caldwell Trust’s Sprouts Farmers Market SFM Stock Holding History

Caldwell Trust’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	-100	Closed	-$10.9K	–	784
2025 Q3	$10.9K	Hold	100	–	–	﹤0.01%	634
2025 Q2	$16.5K	Hold	100	–	–	﹤0.01%	581
2025 Q1	$15.3K	Buy	+100	New	+$14.9K	﹤0.01%	588

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Caldwell Trust's SFM Position: Q4 2025 in Review

Caldwell Trust sold out of Sprouts Farmers Market (SFM) in Q4 2025, closing a stake of 100 shares — an estimated $10.9K sold.

Caldwell Trust first reported a position in SFM in Q1 2025 and held it in 3 quarters. The position peaked at $16.5K in Q2 2025. 637 funds tracked by Wall St. Rank hold SFM as of Q4 2025.

Caldwell Trust reported no remaining Sprouts Farmers Market position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 100 Sprouts Farmers Market shares in Q4 2025, an estimated $10.9K.
Caldwell Trust first reported a position in Sprouts Farmers Market in Q1 2025 and held it in 3 quarters.
Caldwell Trust's Sprouts Farmers Market position peaked at $16.5K in Q2 2025.
637 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.