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

MorganRosel 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
2025
Q4 		– Sell
-7,950
Closed -$865K – 117
2025
Q3 		$865K Sell
7,950
-2,613
-25% -$380K 0.22% 69
2025
Q2 		$1.74M Sell
10,563
-294
-3% -$48K 0.47% 38
2025
Q1 		$1.66M Sell
10,857
-1,905
-15% -$284K 0.5% 37
2024
Q4 		$1.62M Sell
12,762
-2,391
-16% -$318K 0.53% 35
2024
Q3 		$1.67M Sell
15,153
-2,419
-14% -$231K 0.55% 31
2024
Q2 		$1.47M Sell
17,572
-5,712
-25% -$416K 0.52% 34
2024
Q1 		$1.5M Sell
23,284
-2,096
-8% -$117K 0.54% 32
2023
Q4 		$1.22M Buy
25,380
+93
+0.4% +$4.07K 0.47% 36
2023
Q3 		$1.08M Sell
25,287
-636
-2% -$24.9K 0.45% 34
2023
Q2 		$952K Sell
25,923
-3,688
-12% -$129K 0.39% 45
2023
Q1 		$1.04M Buy
29,611
+846
+3% +$27.4K 0.44% 40
2022
Q4 		$931K Buy
28,765
+4,321
+18% +$135K 0.43% 48
2022
Q3 		$678K Sell
24,444
-7,551
-24% -$214K 0.34% 55
2022
Q2 		$810K Buy
+31,995
New +$888K 0.43% 44

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

MorganRosel Wealth Management's SFM Position: Q4 2025 in Review

MorganRosel Wealth Management sold out of Sprouts Farmers Market (SFM) in Q4 2025, closing a stake of 7,950 shares — an estimated $865K sold.

MorganRosel Wealth Management first reported a position in SFM in Q2 2022 and held it in 14 quarters. The position peaked at $1.74M in Q2 2025. 636 funds tracked by Wall St. Rank hold SFM as of Q4 2025.

  • MorganRosel Wealth Management reported no remaining Sprouts Farmers Market position as of Q4 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,950 Sprouts Farmers Market shares in Q4 2025, an estimated $865K.
  • MorganRosel Wealth Management first reported a position in Sprouts Farmers Market in Q2 2022 and held it in 14 quarters.
  • MorganRosel Wealth Management's Sprouts Farmers Market position peaked at $1.74M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2025.

Based on MorganRosel Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.