Clearstead Advisors
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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
Q3 		– Sell
-102
Closed -$1.36K – 3815
2026
Q2 		$1.36K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Clearstead Advisors's SMPL Position: Q3 2026 in Review

Clearstead Advisors sold out of Simply Good Foods (SMPL) in Q3 2026, closing a stake of 102 shares — an estimated $1.36K sold.

Clearstead Advisors first reported a position in SMPL in Q2 2024 and held it in 5 quarters. The position peaked at $15.3K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Clearstead Advisors reported no remaining Simply Good Foods position as of Q3 2026 after selling out during the quarter.
  • Clearstead Advisors sold 102 Simply Good Foods shares in Q3 2026, an estimated $1.36K.
  • Clearstead Advisors first reported a position in Simply Good Foods in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's Simply Good Foods position peaked at $15.3K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.