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 Q1	$12.1K	Buy	+843	New	+$14.5K	﹤0.01%	860

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's SMPL Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Simply Good Foods (SMPL) in Q1 2026: 843 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Cassaday & Co Wealth Management held 843 shares of Simply Good Foods worth $12.1K as of Q1 2026.
Simply Good Foods was a new Cassaday & Co Wealth Management position in Q1 2026.
Simply Good Foods made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #860 holding.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.