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SFMG Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

SFMG Wealth 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
-1,606
Closed -$264K – 312
2025
Q2 		$264K Hold
1,606
– – 0.02% 224
2025
Q1 		$245K Sell
1,606
-514
-24% -$76.6K 0.02% 229
2024
Q4 		$269K Hold
2,120
– – 0.02% 214
2024
Q3 		$234K Buy
+2,120
New +$202K 0.02% 221
2024
Q2 		– Sell
-4,716
Closed -$304K – 286
2024
Q1 		$304K Hold
4,716
– – 0.03% 195
2023
Q4 		$227K Sell
4,716
-300
-6% -$13.1K 0.02% 224
2023
Q3 		$215K Buy
+5,016
New +$197K 0.02% 214

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

SFMG Wealth Advisors's SFM Position: Q3 2025 in Review

SFMG Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 1,606 shares — an estimated $264K sold.

SFMG Wealth Advisors first reported a position in SFM in Q3 2023 and held it in 7 quarters. The position peaked at $304K in Q1 2024. 714 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

  • SFMG Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,606 Sprouts Farmers Market shares in Q3 2025, an estimated $264K.
  • SFMG Wealth Advisors first reported a position in Sprouts Farmers Market in Q3 2023 and held it in 7 quarters.
  • SFMG Wealth Advisors's Sprouts Farmers Market position peaked at $304K in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on SFMG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.