Mount Yale Investment Advisors’s Sprouts Farmers Market SFM Stock Holding History

Mount Yale Investment Advisors’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 Q3	–	Sell	-2,571	Closed	-$423K	–	1437
2025 Q2	$423K	Sell	2,571 -2,081	-45%	-$340K	0.03%	376
2025 Q1	$710K	Buy	4,652 +494	+12%	+$73.7K	0.06%	255
2024 Q4	$528K	Buy	+4,158	New	+$553K	0.04%	330

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mount Yale Investment Advisors's SFM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 2,571 shares — an estimated $423K sold.

Mount Yale Investment Advisors first reported a position in SFM in Q4 2024 and held it in 3 quarters. The position peaked at $710K in Q1 2025. 714 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,571 Sprouts Farmers Market shares in Q3 2025, an estimated $423K.
Mount Yale Investment Advisors first reported a position in Sprouts Farmers Market in Q4 2024 and held it in 3 quarters.
Mount Yale Investment Advisors's Sprouts Farmers Market position peaked at $710K in Q1 2025.
714 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.