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Cassaday & Co Wealth Management’s Simply Good Foods SMPL Stock Holding History

Cassaday & Co 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 		$11.2K Hold
843
– – ﹤0.01% 854
2026
Q1 		$12.1K Buy
+843
New +$14.5K ﹤0.01% 860

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

Cassaday & Co Wealth Management's SMPL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Simply Good Foods (SMPL) position steady in Q2 2026 at 843 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Cassaday & Co Wealth Management first reported a position in SMPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.1K in Q1 2026. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Cassaday & Co Wealth Management held 843 shares of Simply Good Foods worth $11.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Simply Good Foods share count unchanged in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #854 holding.
  • Cassaday & Co Wealth Management first reported a position in Simply Good Foods in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Simply Good Foods position peaked at $12.1K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.