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Clearstead Advisors’s Simply Good Foods SMPL Stock Holding History

Clearstead Advisors’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 		$2.64K Buy
+184
New +$3.17K ﹤0.01% 1847
2025
Q4 		– Sell
-12
Closed -$298 – 3203
2025
Q3 		$298 Sell
12
-473
-98% -$14K ﹤0.01% 2806
2025
Q2 		$15.3K Buy
+485
New +$16.9K ﹤0.01% 1735
2024
Q3 		– Sell
-107
Closed -$3.87K – 2107
2024
Q2 		$3.87K Buy
+107
New +$3.82K ﹤0.01% 1727

Other funds holding SMPL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's SMPL Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Simply Good Foods (SMPL) in Q1 2026: 184 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SMPL as recently as Q3 2025.

Clearstead Advisors first reported a position in SMPL in Q2 2024 and has held it in 4 quarters since. The position peaked at $15.3K in Q2 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Clearstead Advisors held 184 shares of Simply Good Foods worth $2.64K as of Q1 2026.
  • Simply Good Foods was a new Clearstead Advisors position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1847 holding.
  • Clearstead Advisors first reported a position in Simply Good Foods in Q2 2024 and has held it in 4 quarters since.
  • Clearstead Advisors's Simply Good Foods position peaked at $15.3K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.