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

AE 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 		$887K Buy
+66,767
New +$824K ﹤0.01% 961

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AE Wealth Management opened a new position in Simply Good Foods (SMPL) in Q2 2026: 66,767 shares worth $887K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • AE Wealth Management held 66,767 shares of Simply Good Foods worth $887K as of Q2 2026.
  • Simply Good Foods was a new AE Wealth Management position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #961 holding.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.