Cerity Partners
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Cerity Partners’s Simply Good Foods SMPL Stock Holding History

Cerity Partners’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 		$986K Buy
74,260
+43,709
+143% +$539K ﹤0.01% 2016
2026
Q1 		$438K Buy
30,551
+12,551
+70% +$217K ﹤0.01% 2367
2025
Q4 		$361K Buy
18,000
+701
+4% +$14.6K ﹤0.01% 2293
2025
Q3 		$429K Sell
17,299
-3,096
-15% -$91.4K ﹤0.01% 2068
2025
Q2 		$644K Sell
20,395
-1,676
-8% -$58.3K ﹤0.01% 1738
2025
Q1 		$761K Sell
22,071
-880
-4% -$31.8K ﹤0.01% 1551
2024
Q4 		$800K Sell
22,951
-1,346
-6% -$49.3K ﹤0.01% 1520
2024
Q3 		$845K Buy
24,297
+6,450
+36% +$219K ﹤0.01% 1482
2024
Q2 		$645K Sell
17,847
-7,716
-30% -$276K ﹤0.01% 1417
2024
Q1 		$870K Buy
+25,563
New +$942K ﹤0.01% 1343

Other funds holding SMPL

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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

Cerity Partners's SMPL Position: Q2 2026 in Review

Cerity Partners increased its Simply Good Foods (SMPL) stake by 143% in Q2 2026, buying an estimated $539K and bringing the position to 74,260 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Cerity Partners first reported a position in SMPL in Q1 2024 and has held it in 10 quarters since. 278 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Cerity Partners held 74,260 shares of Simply Good Foods worth $986K as of Q2 2026.
  • Cerity Partners bought 43,709 Simply Good Foods shares in Q2 2026, an estimated $539K.
  • Simply Good Foods made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2016 holding.
  • Cerity Partners first reported a position in Simply Good Foods in Q1 2024 and has held it in 10 quarters since.
  • 278 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.