Klein Pavlis & Peasley Financial’s Sprouts Farmers Market SFM Stock Holding History

Klein Pavlis & Peasley Financial’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	-5,814	Closed	-$633K	–	102
2025 Q3	$633K	Buy	5,814 +915	+19%	+$133K	0.39%	67
2025 Q2	$807K	Sell	4,899 -2,993	-38%	-$489K	0.54%	54
2025 Q1	$1.23M	Sell	7,892 -824	-9%	-$123K	0.88%	39
2024 Q4	$1.11M	Sell	8,716 -3,255	-27%	-$433K	0.9%	39
2024 Q3	$1.32M	Sell	11,971 -3,964	-25%	-$378K	1.06%	35
2024 Q2	$1.33M	Sell	15,935 -4,417	-22%	-$322K	1.18%	32
2024 Q1	$1.31M	Sell	20,352 -7,441	-27%	-$415K	1.19%	34
2023 Q4	$1.34M	Buy	+27,793	New	+$1.22M	1.25%	30

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Klein Pavlis & Peasley Financial's SFM Position: Q4 2025 in Review

Klein Pavlis & Peasley Financial sold out of Sprouts Farmers Market (SFM) in Q4 2025, closing a stake of 5,814 shares — an estimated $633K sold.

Klein Pavlis & Peasley Financial first reported a position in SFM in Q4 2023 and held it in 8 quarters. The position peaked at $1.34M in Q4 2023. 637 funds tracked by Wall St. Rank hold SFM as of Q4 2025.

Klein Pavlis & Peasley Financial reported no remaining Sprouts Farmers Market position as of Q4 2025 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 5,814 Sprouts Farmers Market shares in Q4 2025, an estimated $633K.
Klein Pavlis & Peasley Financial first reported a position in Sprouts Farmers Market in Q4 2023 and held it in 8 quarters.
Klein Pavlis & Peasley Financial's Sprouts Farmers Market position peaked at $1.34M in Q4 2023.
637 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2025, filed 14 Jan 2026.