Abound Wealth Management’s Simply Good Foods SMPL Stock Holding History

Abound Wealth Management’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93	Hold	7	–	–	﹤0.01%	1299
2026 Q1	$101	Hold	7	–	–	﹤0.01%	1413
2025 Q4	$141	Hold	7	–	–	﹤0.01%	1309
2025 Q3	$174	Hold	7	–	–	﹤0.01%	1164
2025 Q2	$222	Hold	7	–	–	﹤0.01%	1004
2025 Q1	$242	Hold	7	–	–	﹤0.01%	926
2024 Q4	$273	Hold	7	–	–	﹤0.01%	922
2024 Q3	$244	Buy	7 +1	+17%	+$34	﹤0.01%	1056
2024 Q2	$217	Sell	6 -4	-40%	-$143	﹤0.01%	1092
2024 Q1	$341	Hold	10	–	–	﹤0.01%	1073
2023 Q4	$396	Hold	10	–	–	﹤0.01%	1027
2023 Q3	$346	Hold	10	–	–	﹤0.01%	952
2023 Q2	$366	Buy	+10	New	+$368	﹤0.01%	968

Other funds holding SMPL

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Abound Wealth Management's SMPL Position: Q2 2026 in Review

Abound Wealth Management held its Simply Good Foods (SMPL) position steady in Q2 2026 at 7 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Abound Wealth Management first reported a position in SMPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $396 in Q4 2023. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Abound Wealth Management held 7 shares of Simply Good Foods worth $93 as of Q2 2026.
Abound Wealth Management left its Simply Good Foods share count unchanged in Q2 2026.
Simply Good Foods made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1299 holding.
Abound Wealth Management first reported a position in Simply Good Foods in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Simply Good Foods position peaked at $396 in Q4 2023.
17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.