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Boston Trust Walden’s Simply Good Foods SMPL Stock Holding History

Boston Trust Walden’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 		$23.7M Sell
1,787,765
-1,847,699
-51% -$22.8M 0.18% 169
2026
Q1 		$52.2M Buy
3,635,464
+330,330
+10% +$5.7M 0.43% 85
2025
Q4 		$66.4M Sell
3,305,134
-215,826
-6% -$4.49M 0.5% 69
2025
Q3 		$87.4M Buy
3,520,960
+486,837
+16% +$14.4M 0.64% 37
2025
Q2 		$95.8M Buy
3,034,123
+31,455
+1% +$1.09M 0.68% 40
2025
Q1 		$104M Sell
3,002,668
-28,906
-1% -$1.05M 0.76% 34
2024
Q4 		$118M Buy
3,031,574
+722,963
+31% +$26.5M 0.83% 26
2024
Q3 		$80.3M Buy
+2,308,611
New +$78.2M 0.56% 53

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

Boston Trust Walden's SMPL Position: Q2 2026 in Review

Boston Trust Walden reduced its Simply Good Foods (SMPL) stake by 51% in Q2 2026, selling an estimated $22.8M and leaving 1,787,765 shares worth $23.7M. The position accounts for 0.18% of the portfolio, ranked #169.

Boston Trust Walden first reported a position in SMPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $118M in Q4 2024. 299 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Boston Trust Walden held 1,787,765 shares of Simply Good Foods worth $23.7M as of Q2 2026.
  • Boston Trust Walden sold 1,847,699 Simply Good Foods shares in Q2 2026, an estimated $22.8M.
  • Simply Good Foods made up 0.18% of Boston Trust Walden's portfolio in Q2 2026, its #169 holding.
  • Boston Trust Walden first reported a position in Simply Good Foods in Q3 2024 and has held it in 8 quarters since.
  • Boston Trust Walden's Simply Good Foods position peaked at $118M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.