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Cape Investment Advisory’s Sprouts Farmers Market SFM Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-19
Closed -$1.51K – 1021
2025
Q4 		$1.51K Buy
19
+8
+73% +$718 ﹤0.01% 1143
2025
Q3 		$1.2K Hold
11
– – ﹤0.01% 729
2025
Q2 		$1.81K Buy
+11
New +$1.8K ﹤0.01% 958
2025
Q1 		– Sell
-67
Closed -$8.51K – 1189
2024
Q4 		$8.51K Hold
67
– – ﹤0.01% 617
2024
Q3 		$7.4K Sell
67
-34
-34% -$3.24K ﹤0.01% 619
2024
Q2 		$8.45K Buy
101
+78
+339% +$5.68K ﹤0.01% 553
2024
Q1 		$1.48K Buy
+23
New +$1.28K ﹤0.01% 805

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cape Investment Advisory's SFM Position: Q1 2026 in Review

Cape Investment Advisory sold out of Sprouts Farmers Market (SFM) in Q1 2026, closing a stake of 19 shares — an estimated $1.51K sold.

Cape Investment Advisory first reported a position in SFM in Q1 2024 and held it in 7 quarters. The position peaked at $8.51K in Q4 2024. 637 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Cape Investment Advisory reported no remaining Sprouts Farmers Market position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 19 Sprouts Farmers Market shares in Q1 2026, an estimated $1.51K.
  • Cape Investment Advisory first reported a position in Sprouts Farmers Market in Q1 2024 and held it in 7 quarters.
  • Cape Investment Advisory's Sprouts Farmers Market position peaked at $8.51K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.