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Unique Wealth Strategies’s Sprouts Farmers Market SFM Stock Holding History

Unique Wealth Strategies’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
-3,229
Closed -$532K – 247
2025
Q2 		$532K Sell
3,229
-631
-16% -$103K 0.22% 142
2025
Q1 		$589K Sell
3,860
-61
-2% -$9.1K 0.27% 93
2024
Q4 		$498K Buy
+3,921
New +$521K 0.22% 141

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 $3.38T AUM 44.17% 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

Unique Wealth Strategies's SFM Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Sprouts Farmers Market (SFM) in Q3 2025, closing a stake of 3,229 shares — an estimated $532K sold.

Unique Wealth Strategies first reported a position in SFM in Q4 2024 and held it in 3 quarters. The position peaked at $589K in Q1 2025. 714 funds tracked by Wall St. Rank hold SFM as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Sprouts Farmers Market position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,229 Sprouts Farmers Market shares in Q3 2025, an estimated $532K.
  • Unique Wealth Strategies first reported a position in Sprouts Farmers Market in Q4 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Sprouts Farmers Market position peaked at $589K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.