Summit Wealth Group (Colorado)’s Sprouts Farmers Market SFM Stock Holding History

Summit Wealth Group (Colorado)’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	-5,401	Closed	-$245K	–	577
2025 Q3	$245K	Buy	+5,401	New	+$786K	0.03%	417

Other funds holding SFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SFM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Sprouts Farmers Market (SFM) in Q4 2025, closing a stake of 5,401 shares — an estimated $245K sold.

Summit Wealth Group (Colorado) first reported a position in SFM in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 638 funds tracked by Wall St. Rank hold SFM as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Sprouts Farmers Market position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 5,401 Sprouts Farmers Market shares in Q4 2025, an estimated $245K.
Summit Wealth Group (Colorado) first reported a position in Sprouts Farmers Market in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Sprouts Farmers Market position peaked at $245K in Q3 2025.
638 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.