Clearstead Advisors’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.35K Sell
102
-82
-45% -$1.01K ﹤0.01% 2610
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

Clearstead Advisors's SMPL Position: Q2 2026 in Review

Clearstead Advisors reduced its Simply Good Foods (SMPL) stake by 45% in Q2 2026, selling an estimated $1.01K and leaving 102 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Clearstead Advisors first reported a position in SMPL in Q2 2024 and has held it in 5 quarters since. The position peaked at $15.3K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Clearstead Advisors held 102 shares of Simply Good Foods worth $1.35K as of Q2 2026.
  • Clearstead Advisors sold 82 Simply Good Foods shares in Q2 2026, an estimated $1.01K.
  • Simply Good Foods made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2610 holding.
  • Clearstead Advisors first reported a position in Simply Good Foods in Q2 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's Simply Good Foods position peaked at $15.3K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.