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Optivise Advisory Services’s Sprouts Farmers Market SFM Stock Holding History

Optivise Advisory Services’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
-1,434
Closed -$236K – 239
2025
Q2 		$236K Sell
1,434
-330
-19% -$53.9K 0.12% 173
2025
Q1 		$269K Buy
1,764
+37
+2% +$5.52K 0.15% 139
2024
Q4 		$219K Buy
+1,727
New +$230K 0.12% 160
2024
Q3 		– Sell
-2,811
Closed -$235K – 184
2024
Q2 		$235K Buy
+2,811
New +$205K 0.13% 150

Other funds holding SFM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optivise Advisory Services's SFM Position: Q3 2025 in Review

Optivise Advisory Services sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 1,434 shares — an estimated $236K sold.

Optivise Advisory Services first reported a position in SFM in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q1 2025. 714 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

  • Optivise Advisory Services reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,434 Sprouts Farmers Market shares in Q3 2025, an estimated $236K.
  • Optivise Advisory Services first reported a position in Sprouts Farmers Market in Q2 2024 and held it in 4 quarters.
  • Optivise Advisory Services's Sprouts Farmers Market position peaked at $269K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.