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Dynasty Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Dynasty Wealth Management’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
-3,191
Closed -$254K – 378
2025
Q4 		$254K Buy
+3,191
New +$286K ﹤0.01% 310

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dynasty Wealth Management's SFM Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Sprouts Farmers Market (SFM) in Q1 2026, closing a stake of 3,191 shares — an estimated $254K sold.

Dynasty Wealth Management first reported a position in SFM in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 635 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Sprouts Farmers Market position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,191 Sprouts Farmers Market shares in Q1 2026, an estimated $254K.
  • Dynasty Wealth Management first reported a position in Sprouts Farmers Market in Q4 2025 and held it in 1 quarter.
  • Dynasty Wealth Management's Sprouts Farmers Market position peaked at $254K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.