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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
2026
Q2 		$78.1K Buy
+924
New +$74.7K ﹤0.01% 1178

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
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.