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Wallace Advisory Group’s Sprouts Farmers Market SFM Stock Holding History

Wallace Advisory Group’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
Q2 		– Sell
-2,360
Closed -$300K – 189
2025
Q1 		$300K Buy
+2,360
New +$352K 0.21% 143

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Wallace Advisory Group's SFM Position: Q2 2025 in Review

Wallace Advisory Group sold out of Sprouts Farmers Market (SFM) in Q2 2025, closing a stake of 2,360 shares — an estimated $300K sold.

Wallace Advisory Group first reported a position in SFM in Q1 2025 and held it in 1 quarter. The position peaked at $300K in Q1 2025. 767 funds tracked by Wall St. Rank hold SFM as of Q2 2025.

  • Wallace Advisory Group reported no remaining Sprouts Farmers Market position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,360 Sprouts Farmers Market shares in Q2 2025, an estimated $300K.
  • Wallace Advisory Group first reported a position in Sprouts Farmers Market in Q1 2025 and held it in 1 quarter.
  • Wallace Advisory Group's Sprouts Farmers Market position peaked at $300K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.